WAM
Weatherly Asset Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
5,077
+32
| +0.6% | +$25.5K | 0.34% | 50 |
|
|
2025
Q1 | $4.11M | Buy |
5,045
+15
| +0.3% | +$12.2K | 0.37% | 49 |
|
|
2024
Q4 | $4.74M | Buy |
5,030
+43
| +0.9% | +$40.5K | 0.42% | 43 |
|
|
2024
Q3 | $4.43M | Sell |
4,987
-53
| -1% | -$47K | 0.39% | 45 |
|
|
2024
Q2 | $3.81M | Sell |
5,040
-610
| -11% | -$462K | 0.35% | 48 |
|
|
2024
Q1 | $4.66M | Buy |
5,650
+95
| +2% | +$78.4K | 0.45% | 38 |
|
|
2023
Q4 | $4.47M | Sell |
5,555
-45
| -0.8% | -$36.2K | 0.48% | 37 |
|
|
2023
Q3 | $4.07M | Buy |
5,600
+180
| +3% | +$131K | 0.49% | 36 |
|
|
2023
Q2 | $4.25M | Buy |
5,420
+303
| +6% | +$238K | 0.5% | 39 |
|
|
2023
Q1 | $3.69M | Sell |
5,117
-152
| -3% | -$110K | 0.48% | 41 |
|
|
2022
Q4 | $3.45M | Buy |
5,269
+40
| +0.8% | +$26.2K | 0.47% | 41 |
|
|
2022
Q3 | $2.97M | Sell |
5,229
-56
| -1% | -$31.9K | 0.43% | 45 |
|
|
2022
Q2 | $3.47M | Sell |
5,285
-186
| -3% | -$122K | 0.48% | 40 |
|
|
2022
Q1 | $4.06M | Buy |
5,471
+40
| +0.7% | +$29.7K | 0.47% | 44 |
|
|
2021
Q4 | $4.59M | Buy |
5,431
+1,046
| +24% | +$885K | 0.51% | 40 |
|
|
2021
Q3 | $3.47M | Buy |
4,385
+2,582
| +143% | +$2.04M | 0.42% | 48 |
|
|
2021
Q2 | $1.45M | Buy |
1,803
+1,153
| +177% | +$925K | 0.18% | 94 |
|
|
2021
Q1 | $442K | Buy |
+650
| New | +$442K | 0.06% | 144 |
|