Axxcess Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $897K | Buy |
|