Welch & Forbes’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.3M | Buy |
20,470
+1,335
| +7% | +$1.06M | 0.2% | 83 |
|
2025
Q1 | $15.6M | Buy |
19,135
+1,135
| +6% | +$925K | 0.2% | 81 |
|
2024
Q4 | $17M | Buy |
18,000
+256
| +1% | +$241K | 0.22% | 82 |
|
2024
Q3 | $15.8M | Buy |
17,744
+889
| +5% | +$789K | 0.2% | 84 |
|
2024
Q2 | $12.9M | Buy |
16,855
+9,168
| +119% | +$7.01M | 0.17% | 90 |
|
2024
Q1 | $6.34M | Buy |
7,687
+567
| +8% | +$468K | 0.09% | 117 |
|
2023
Q4 | $5.73M | Buy |
7,120
+448
| +7% | +$361K | 0.09% | 123 |
|
2023
Q3 | $4.85M | Buy |
6,672
+530
| +9% | +$385K | 0.08% | 127 |
|
2023
Q2 | $4.81M | Buy |
6,142
+661
| +12% | +$518K | 0.08% | 131 |
|
2023
Q1 | $3.95M | Buy |
5,481
+315
| +6% | +$227K | 0.07% | 134 |
|
2022
Q4 | $3.38M | Buy |
5,166
+405
| +9% | +$265K | 0.06% | 141 |
|
2022
Q3 | $2.71M | Buy |
4,761
+115
| +2% | +$65.4K | 0.05% | 152 |
|
2022
Q2 | $3.05M | Sell |
4,646
-6
| -0.1% | -$3.94K | 0.06% | 150 |
|
2022
Q1 | $3.45M | Sell |
4,652
-58
| -1% | -$43K | 0.05% | 149 |
|
2021
Q4 | $3.98M | Sell |
4,710
-8
| -0.2% | -$6.77K | 0.06% | 149 |
|
2021
Q3 | $3.73M | Buy |
4,718
+212
| +5% | +$167K | 0.06% | 146 |
|
2021
Q2 | $3.62M | Buy |
4,506
+1,475
| +49% | +$1.18M | 0.06% | 145 |
|
2021
Q1 | $2.06M | Buy |
3,031
+1,775
| +141% | +$1.21M | 0.04% | 166 |
|
2020
Q4 | $898K | Sell |
1,256
-90
| -7% | -$64.3K | 0.02% | 222 |
|
2020
Q3 | $1.02M | Buy |
1,346
+56
| +4% | +$42.6K | 0.02% | 199 |
|
2020
Q2 | $906K | Buy |
1,290
+949
| +278% | +$667K | 0.02% | 199 |
|
2020
Q1 | $213K | Buy |
+341
| New | +$213K | 0.01% | 308 |
|