Bartlett & Co Wealth Management’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
| Closed | -$244 | – | 1272 |
|
|
2025
Q1 | $244 | Buy |
+1
| New | +$244 | ﹤0.01% | 1158 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$5.83K | – | 1073 |
|
|
2022
Q4 | $5.83K | Hold |
30
| – | – | ﹤0.01% | 896 |
|
|
2022
Q3 | $5.14K | Sell |
30
-158
| -84% | -$27.1K | ﹤0.01% | 922 |
|
|
2022
Q2 | $34.4K | Buy |
188
+158
| +527% | +$28.9K | ﹤0.01% | 642 |
|
|
2022
Q1 | $7.11K | Buy |
+30
| New | +$7.11K | ﹤0.01% | 878 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1.2K | – | 974 |
|
|
2021
Q2 | $1.2K | Hold |
5
| – | – | ﹤0.01% | 925 |
|
|
2021
Q1 | $906 | Hold |
5
| – | – | ﹤0.01% | 993 |
|
|
2020
Q4 | $964 | Buy |
+5
| New | +$964 | ﹤0.01% | 1051 |
|