Wellington Management Group’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720M | Buy |
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|
2025
Q1 | $567M | Buy |
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|
2024
Q4 | $416M | Buy |
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|
2024
Q3 | $232M | Buy |
|
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|
2024
Q2 | $219M | Sell |
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|
2024
Q1 | $281M | Sell |
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|
2023
Q4 | $374M | Sell |
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|
2023
Q3 | $489M | Sell |
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|
2023
Q2 | $564M | Buy |
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|
2023
Q1 | $435M | Sell |
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|
2022
Q4 | $546M | Sell |
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|
2022
Q3 | $552M | Buy |
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|
2022
Q2 | $354M | Buy |
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|
2022
Q1 | $414M | Sell |
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|
2021
Q4 | $481M | Sell |
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|
2021
Q3 | $479M | Buy |
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|
2021
Q2 | $481M | Buy |
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|
2021
Q1 | $439M | Sell |
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|
2020
Q4 | $398M | Sell |
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|
2020
Q3 | $306M | Sell |
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|
2020
Q2 | $335M | Sell |
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|
2020
Q1 | $288M | Buy |
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|
2019
Q4 | $402M | Buy |
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|
2019
Q3 | $19.7M | Sell |
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|
2019
Q2 | $144M | Sell |
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|
2019
Q1 | $168M | Buy |
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|
2018
Q4 | $128M | Buy |
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|
2018
Q3 | $73.2M | Sell |
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|
2018
Q2 | $94.2M | Buy |
|