Axxcess Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
1,395
| – | – | 0.01% | 672 |
|
|
2025
Q1 | $340K | Buy |
1,395
+51
| +4% | +$12.4K | 0.01% | 646 |
|
|
2024
Q4 | $343K | Sell |
1,344
-13
| -1% | -$3.31K | 0.01% | 636 |
|
|
2024
Q3 | $399K | Sell |
1,357
-41
| -3% | -$12.1K | 0.01% | 605 |
|
|
2024
Q2 | $339K | Buy |
1,398
+20
| +1% | +$4.85K | 0.01% | 616 |
|
|
2024
Q1 | $369K | Sell |
1,378
-10
| -0.7% | -$2.68K | 0.01% | 611 |
|
|
2023
Q4 | $343K | Sell |
1,388
-40
| -3% | -$9.89K | 0.01% | 608 |
|
|
2023
Q3 | $262K | Buy |
1,428
+133
| +10% | +$24.4K | 0.01% | 634 |
|
|
2023
Q2 | $305K | Sell |
1,295
-66
| -5% | -$15.5K | 0.02% | 446 |
|
|
2023
Q1 | $276K | Hold |
1,361
| – | – | 0.02% | 499 |
|
|
2022
Q4 | $264K | Buy |
1,361
+171
| +14% | +$33.2K | 0.02% | 480 |
|
|
2022
Q3 | $204K | Buy |
+1,190
| New | +$204K | 0.02% | 497 |
|
|
2022
Q2 | – | Sell |
-2,288
| Closed | -$543K | – | 568 |
|
|
2022
Q1 | $543K | Sell |
2,288
-774
| -25% | -$184K | 0.04% | 334 |
|
|
2021
Q4 | $897K | Buy |
+3,062
| New | +$897K | 0.07% | 232 |
|