Belpointe Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,959
| Closed | -$1.22M | – | 945 |
|
|
2024
Q4 | $1.22M | Buy |
3,959
+124
| +3% | +$38.1K | 0.07% | 265 |
|
|
2024
Q3 | $1.13M | Buy |
+3,835
| New | +$1.13M | 0.07% | 283 |
|
|
2023
Q2 | – | Sell |
-847
| Closed | -$172K | – | 1343 |
|
|
2023
Q1 | $172K | Sell |
847
-2,650
| -76% | -$537K | 0.01% | 1011 |
|
|
2022
Q4 | $680K | Sell |
3,497
-568
| -14% | -$110K | 0.04% | 413 |
|
|
2022
Q3 | $697K | Buy |
4,065
+122
| +3% | +$20.9K | 0.05% | 396 |
|
|
2022
Q2 | $721K | Buy |
3,943
+98
| +3% | +$17.9K | 0.05% | 374 |
|
|
2022
Q1 | $912K | Buy |
+3,845
| New | +$912K | 0.06% | 366 |
|