Asset Dedication LLC’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260 | Hold |
1
| – | – | ﹤0.01% | 1146 |
|
|
2025
Q1 | $244 | Hold |
1
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q4 | $255 | Hold |
1
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q3 | $294 | Hold |
1
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q2 | $243 | Hold |
1
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 990 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 999 |
|
|
2023
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 979 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 983 |
|
|
2021
Q4 | – | Sell |
-51
| Closed | -$13K | – | 954 |
|
|
2021
Q3 | $13K | Hold |
51
| – | – | ﹤0.01% | 642 |
|
|
2021
Q2 | $12K | Hold |
51
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $9K | Hold |
51
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $10K | Hold |
51
| – | – | ﹤0.01% | 555 |
|
|
2020
Q3 | $8K | Hold |
51
| – | – | ﹤0.01% | 549 |
|
|
2020
Q2 | $9K | Buy |
51
+1
| +2% | +$176 | ﹤0.01% | 466 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 499 |
|
|
2019
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 480 |
|
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 461 |
|
|
2019
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 502 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 482 |
|
|
2018
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 485 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 516 |
|
|
2018
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 428 |
|
|
2017
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 393 |
|