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
2026 Q1	$2.93K	Buy	+17	New	+$3.38K	﹤0.01%	1083
2025 Q4	–	Sell	-1	Closed	-$257	–	1239
2025 Q3	$257	Buy	+1	New	+$251	﹤0.01%	1154
2025 Q2	–	Sell	-1	Closed	-$244	–	1272
2025 Q1	$244	Buy	+1	New	+$251	﹤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%	-$31K	﹤0.01%	922
2022 Q2	$34.4K	Buy	188 +158	+527%	+$31.6K	﹤0.01%	642
2022 Q1	$7.11K	Buy	+30	New	+$7.07K	﹤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	+$841	﹤0.01%	1051