Abound 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
$3.63K Hold
14
﹤0.01% 652
2025
Q1
$3.41K Sell
14
-5
-26% -$1.22K ﹤0.01% 612
2024
Q4
$4.79K Sell
19
-1
-5% -$252 ﹤0.01% 536
2024
Q3
$5.88K Hold
20
﹤0.01% 514
2024
Q2
$4.85K Hold
20
﹤0.01% 510
2024
Q1
$5.35K Buy
20
+1
+5% +$268 ﹤0.01% 505
2023
Q4
$4.76K Buy
19
+4
+27% +$1K ﹤0.01% 518
2023
Q3
$2.75K Sell
15
-2
-12% -$367 ﹤0.01% 572
2023
Q2
$4K Buy
17
+4
+31% +$941 ﹤0.01% 539
2023
Q1
$2.64K Hold
13
﹤0.01% 549
2022
Q4
$2.53K Buy
13
+8
+160% +$1.56K ﹤0.01% 501
2022
Q3
$858 Buy
+5
New +$858 ﹤0.01% 620