Aberdeen Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Hold |
2,900
| – | – | 0.5% | 62 |
|
|
2025
Q1 | $706K | Hold |
2,900
| – | – | 0.49% | 63 |
|
|
2024
Q4 | $739K | Hold |
2,900
| – | – | 0.51% | 56 |
|
|
2024
Q3 | $852K | Hold |
2,900
| – | – | 0.56% | 51 |
|
|
2024
Q2 | $703K | Hold |
2,900
| – | – | 0.48% | 59 |
|
|
2024
Q1 | $776K | Hold |
2,900
| – | – | 0.45% | 57 |
|
|
2023
Q4 | $717K | Hold |
2,900
| – | – | 0.52% | 57 |
|
|
2023
Q3 | $531K | Hold |
2,900
| – | – | 0.4% | 71 |
|
|
2023
Q2 | $682K | Hold |
2,900
| – | – | 0.49% | 59 |
|
|
2023
Q1 | $588K | Hold |
2,900
| – | – | 0.44% | 65 |
|
|
2022
Q4 | $564K | Hold |
2,900
| – | – | 0.43% | 63 |
|
|
2022
Q3 | $497K | Hold |
2,900
| – | – | 0.44% | 67 |
|
|
2022
Q2 | $530K | Hold |
2,900
| – | – | 0.42% | 67 |
|
|
2022
Q1 | $688K | Hold |
2,900
| – | – | 0.47% | 61 |
|
|
2021
Q4 | $849K | Hold |
2,900
| – | – | 0.55% | 51 |
|
|
2021
Q3 | $735K | Hold |
2,900
| – | – | 0.71% | 47 |
|
|
2021
Q2 | $695K | Hold |
2,900
| – | – | 0.64% | 50 |
|
|
2021
Q1 | $525K | Sell |
2,900
-20
| -0.7% | -$3.62K | 0.42% | 68 |
|
|
2020
Q4 | $563K | Buy |
2,920
+20
| +0.7% | +$3.86K | 0.42% | 64 |
|
|
2020
Q3 | $455K | Sell |
2,900
-60
| -2% | -$9.41K | 0.43% | 67 |
|
|
2020
Q2 | $509K | Buy |
2,960
+60
| +2% | +$10.3K | 0.55% | 60 |
|
|
2020
Q1 | $346K | Hold |
2,900
| – | – | 0.42% | 73 |
|
|
2019
Q4 | $406K | Buy |
+2,900
| New | +$406K | 0.3% | 87 |
|