Austin Private Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,087
| Closed | -$265K | – | 286 |
|
|
2025
Q1 | $265K | Sell |
1,087
-2
| -0.2% | -$487 | 0.02% | 235 |
|
|
2024
Q4 | $278K | Buy |
1,089
+18
| +2% | +$4.59K | 0.03% | 213 |
|
|
2024
Q3 | $315K | Buy |
1,071
+1
| +0.1% | +$294 | 0.03% | 177 |
|
|
2024
Q2 | $259K | Hold |
1,070
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $274K | Hold |
1,070
| – | – | 0.03% | 188 |
|
|
2023
Q4 | $265K | Buy |
+1,070
| New | +$265K | 0.03% | 169 |
|
|
2023
Q3 | – | Sell |
-1,070
| Closed | -$252K | – | 172 |
|
|
2023
Q2 | $252K | Hold |
1,070
| – | – | 0.04% | 135 |
|
|
2023
Q1 | $217K | Hold |
1,070
| – | – | 0.03% | 140 |
|
|
2022
Q4 | $208K | Buy |
+1,070
| New | +$208K | 0.04% | 141 |
|
|
2022
Q2 | – | Sell |
-1,070
| Closed | -$254K | – | 136 |
|
|
2022
Q1 | $254K | Hold |
1,070
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $313K | Hold |
1,070
| – | – | 0.06% | 99 |
|
|
2021
Q3 | $271K | Hold |
1,070
| – | – | 0.06% | 99 |
|
|
2021
Q2 | $256K | Buy |
+1,070
| New | +$256K | 0.06% | 108 |
|
|
2021
Q1 | – | Sell |
-1,070
| Closed | -$206K | – | 113 |
|
|
2020
Q4 | $206K | Buy |
+1,070
| New | +$206K | 0.06% | 106 |
|
|
2020
Q3 | – | Sell |
-1,238
| Closed | -$213K | – | 94 |
|
|
2020
Q2 | $213K | Buy |
+1,238
| New | +$213K | 0.09% | 81 |
|