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 |
|