Accretive Wealth Partners’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Buy
2025
Q2
$1.18M Buy
2025
Q1
$1.18M Buy
2024
Q4
$1.04M Buy
2024
Q3
$1.19M Sell
2024
Q2
$987K Sell
2024
Q1
$929K Sell
2023
Q4
$1.03M Buy
2023
Q3
$757K Buy
2023
Q2
$959K Buy
2023
Q1
$792K Buy
2022
Q4
$750K Buy
2022
Q3
$635K Buy
2022
Q2
$676K Sell
2022
Q1
$950K Buy
2021
Q4
$1.15M Buy
2021
Q3
$982K Buy
2021
Q2
$901K Buy
2021
Q1
$627K Buy
2020
Q4
$622K Buy