Accretive Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,564
+48
| +1% | +$12.5K | 0.39% | 80 |
|
|
2025
Q1 | $1.18M | Buy |
4,516
+437
| +11% | +$115K | 0.42% | 75 |
|
|
2024
Q4 | $1.04M | Buy |
4,079
+20
| +0.5% | +$5.1K | 0.44% | 78 |
|
|
2024
Q3 | $1.19M | Sell |
4,059
-13
| -0.3% | -$3.82K | 0.5% | 68 |
|
|
2024
Q2 | $987K | Sell |
4,072
-19
| -0.5% | -$4.61K | 0.41% | 79 |
|
|
2024
Q1 | $929K | Sell |
4,091
-54
| -1% | -$12.3K | 0.41% | 80 |
|
|
2023
Q4 | $1.03M | Buy |
4,145
+14
| +0.3% | +$3.46K | 0.49% | 71 |
|
|
2023
Q3 | $757K | Buy |
4,131
+54
| +1% | +$9.89K | 0.45% | 73 |
|
|
2023
Q2 | $959K | Buy |
4,077
+173
| +4% | +$40.7K | 0.57% | 58 |
|
|
2023
Q1 | $792K | Buy |
3,904
+46
| +1% | +$9.33K | 0.51% | 65 |
|
|
2022
Q4 | $750K | Buy |
3,858
+154
| +4% | +$29.9K | 0.52% | 62 |
|
|
2022
Q3 | $635K | Buy |
3,704
+5
| +0.1% | +$857 | 0.48% | 67 |
|
|
2022
Q2 | $676K | Sell |
3,699
-308
| -8% | -$56.3K | 0.49% | 69 |
|
|
2022
Q1 | $950K | Buy |
4,007
+67
| +2% | +$15.9K | 0.6% | 58 |
|
|
2021
Q4 | $1.15M | Buy |
3,940
+65
| +2% | +$19K | 0.73% | 49 |
|
|
2021
Q3 | $982K | Buy |
3,875
+115
| +3% | +$29.1K | 0.69% | 57 |
|
|
2021
Q2 | $901K | Buy |
3,760
+298
| +9% | +$71.4K | 0.65% | 62 |
|
|
2021
Q1 | $627K | Buy |
3,462
+238
| +7% | +$43.1K | 0.56% | 80 |
|
|
2020
Q4 | $622K | Buy |
+3,224
| New | +$622K | 0.61% | 69 |
|