Wealth Enhancement Advisory Services’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
34,747
-94
| -0.3% | -$5.23K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $1.81M | Buy |
34,841
+7,240
| +26% | +$377K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $1.3M | Buy |
27,601
+20,095
| +268% | +$948K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $315K | Buy |
7,506
+1,170
| +18% | +$49.2K | ﹤0.01% | 2123 |
|
|
2024
Q2 | $259K | Buy |
6,336
+224
| +4% | +$9.15K | ﹤0.01% | 2080 |
|
|
2024
Q1 | $232K | Buy |
+6,112
| New | +$232K | ﹤0.01% | 2095 |
|