William Blair & Company’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 | $291K | Hold |
5,192
| – | – | ﹤0.01% | 1277 |
|
|
2025
Q1 | $270K | Buy |
5,192
+20
| +0.4% | +$1.04K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $244K | Buy |
5,172
+1
| +0% | +$47 | ﹤0.01% | 1368 |
|
|
2024
Q3 | $217K | Buy |
5,171
+1
| +0% | +$42 | ﹤0.01% | 1407 |
|
|
2024
Q2 | $211K | Buy |
+5,170
| New | +$211K | ﹤0.01% | 1398 |
|
|
2022
Q1 | – | Sell |
-21,608
| Closed | -$709K | – | 1932 |
|
|
2021
Q4 | $709K | Buy |
+21,608
| New | +$709K | ﹤0.01% | 1080 |
|
|
2020
Q2 | – | Sell |
-10,715
| Closed | -$155K | – | 1692 |
|
|
2020
Q1 | $155K | Buy |
+10,715
| New | +$155K | ﹤0.01% | 1228 |
|