Wells Fargo’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.7M | Buy |
583,428
+5,092
| +0.9% | +$218K | ﹤0.01% | 1456 |
|
|
2025
Q4 | $27.6M | Sell |
578,336
-83,351
| -13% | -$3.95M | 0.01% | 1278 |
|
|
2025
Q3 | $33.6M | Sell |
661,687
-5,964
| -0.9% | -$316K | 0.01% | 1143 |
|
|
2025
Q2 | $37.5M | Sell |
667,651
-265,275
| -28% | -$13.6M | 0.01% | 1013 |
|
|
2025
Q1 | $48.6M | Buy |
932,926
+367,112
| +65% | +$19.2M | 0.01% | 836 |
|
|
2024
Q4 | $26.7M | Buy |
565,814
+968
| +0.2% | +$44.7K | 0.01% | 1169 |
|
|
2024
Q3 | $23.7M | Buy |
564,846
+95,474
| +20% | +$3.92M | 0.01% | 1193 |
|
|
2024
Q2 | $19.2M | Buy |
469,372
+111,433
| +31% | +$4.37M | ﹤0.01% | 1261 |
|
|
2024
Q1 | $13.6M | Sell |
357,939
-76,499
| -18% | -$2.6M | ﹤0.01% | 1506 |
|
|
2023
Q4 | $14.5M | Sell |
434,438
-64,960
| -13% | -$1.9M | ﹤0.01% | 1405 |
|
|
2023
Q3 | $14.2M | Sell |
499,398
-10,042
| -2% | -$283K | ﹤0.01% | 1320 |
|
|
2023
Q2 | $13.8M | Sell |
509,440
-105,661
| -17% | -$2.67M | ﹤0.01% | 1367 |
|
|
2023
Q1 | $15.6M | Sell |
615,101
-176,705
| -22% | -$5.21M | ﹤0.01% | 1278 |
|
|
2022
Q4 | $22.7M | Buy |
791,806
+202,723
| +34% | +$6M | 0.01% | 1036 |
|
|
2022
Q3 | $15.5M | Buy |
589,083
+214,646
| +57% | +$6.1M | 0.01% | 1233 |
|
|
2022
Q2 | $9.76M | Sell |
374,437
-163,269
| -30% | -$4.73M | ﹤0.01% | 1590 |
|
|
2022
Q1 | $16.6M | Buy |
537,706
+94,584
| +21% | +$3.12M | ﹤0.01% | 1443 |
|
|
2021
Q4 | $14.5M | Sell |
443,122
-245,697
| -36% | -$8.06M | ﹤0.01% | 1583 |
|
|
2021
Q3 | $20.4M | Sell |
688,819
-149,567
| -18% | -$4.53M | ﹤0.01% | 1649 |
|
|
2021
Q2 | $25.5M | Sell |
838,386
-382,709
| -31% | -$12.5M | 0.01% | 1505 |
|
|
2021
Q1 | $39.8M | Buy |
1,221,095
+160,390
| +15% | +$4.62M | 0.01% | 1172 |
|
|
2020
Q4 | $27.1M | Sell |
1,060,705
-27,067
| -2% | -$633K | 0.01% | 1348 |
|
|
2020
Q3 | $19.8M | Sell |
1,087,772
-323,002
| -23% | -$6.49M | 0.01% | 1422 |
|
|
2020
Q2 | $27.2M | Buy |
1,410,774
+965,685
| +217% | +$17.3M | 0.01% | 1177 |
|
|
2020
Q1 | $6.43M | Buy |
445,089
+3,989
| +0.9% | +$87.1K | ﹤0.01% | 2040 |
|
|
2019
Q4 | $10.9M | Buy |
441,100
+107,877
| +32% | +$2.5M | ﹤0.01% | 1901 |
|
|
2019
Q3 | $7.38M | Buy |
333,223
+128,465
| +63% | +$2.76M | ﹤0.01% | 2191 |
|
|
2019
Q2 | $4.28M | Sell |
204,758
-296,014
| -59% | -$6.37M | ﹤0.01% | 2714 |
|
|
2019
Q1 | $10.1M | Buy |
500,772
+284,335
| +131% | +$5.43M | ﹤0.01% | 1940 |
|
|
2018
Q4 | $3.6M | Buy |
216,437
+107,113
| +98% | +$2.09M | ﹤0.01% | 2763 |
|
|
2018
Q3 | $2.35M | Buy |
109,324
+91,068
| +499% | +$2M | ﹤0.01% | 3278 |
|
|
2018
Q2 | $376K | Buy |
+18,256
| New | +$389K | ﹤0.01% | 4662 |
|
Other funds holding EQH
VPM
VCM
