Annis Gardner Whiting Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Buy |
84
+10
| +14% | +$2.59K | 0.01% | 554 |
|
|
2025
Q1 | $18K | Buy |
74
+11
| +17% | +$2.68K | 0.01% | 475 |
|
|
2024
Q4 | $16.1K | Hold |
63
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $18.5K | Sell |
63
-18
| -22% | -$5.29K | 0.01% | 468 |
|
|
2024
Q2 | $19.6K | Buy |
81
+1
| +1% | +$242 | 0.01% | 573 |
|
|
2024
Q1 | $21.4K | Buy |
80
+18
| +29% | +$4.82K | 0.01% | 539 |
|
|
2023
Q4 | $15.3K | Hold |
62
| – | – | 0.01% | 437 |
|
|
2023
Q3 | $11.4K | Buy |
+62
| New | +$11.4K | 0.01% | 452 |
|