Bartlett & Co 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
Q3 | $257 | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $244 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.83K | Hold |
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|
2022
Q3 | $5.14K | Sell |
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|
2022
Q2 | $34.4K | Buy |
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|
2022
Q1 | $7.11K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.2K | Hold |
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|
2021
Q1 | $906 | Hold |
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|
2020
Q4 | $964 | Buy |
|