A detailed history of Concord Wealth Partners transactions in Equity Residential stock. As of the latest transaction made, Concord Wealth Partners holds 105 shares of EQR stock, worth $7,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
105
Previous 120 12.5%
Holding current value
$7,032
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$67.19 - $78.09 $1,007 - $1,171
-15 Reduced 12.5%
105 $7,000
Q2 2024

Jul 31, 2024

BUY
$59.68 - $69.34 $895 - $1,040
15 Added 14.29%
120 $8,000
Q2 2023

Aug 07, 2023

SELL
$59.39 - $66.72 $5,166 - $5,804
-87 Reduced 45.31%
105 $6,000
Q1 2023

Apr 26, 2023

BUY
$55.46 - $66.59 $3,771 - $4,528
68 Added 54.84%
192 $11,000
Q4 2022

Jan 27, 2023

BUY
$58.77 - $68.48 $7,287 - $8,491
124 New
124 $7,000
Q1 2022

Apr 20, 2022

BUY
$83.63 - $92.88 $1,588 - $1,764
19 Added 18.1%
124 $11,000
Q4 2021

Jan 21, 2022

BUY
$81.55 - $90.55 $8,562 - $9,507
105 New
105 $10,000
Q3 2021

Nov 09, 2021

SELL
$78.02 - $85.98 $8,192 - $9,027
-105 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
$71.39 - $80.91 $4,925 - $5,582
-69 Reduced 39.66%
105 $8,000
Q1 2021

May 13, 2021

BUY
$57.05 - $75.06 $5,990 - $7,881
105 Added 152.17%
174 $12,000
Q4 2020

Feb 16, 2021

BUY
$46.24 - $63.37 $3,190 - $4,372
69 New
69 $4,000

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $25.3B
  • Description
  • Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties c...
More about EQR
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