Blue Zone Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
27,125
+807
| +3% | +$209K | 1.76% | 20 |
|
|
2025
Q1 | $6.41M | Buy |
26,318
+3,420
| +15% | +$833K | 1.78% | 21 |
|
|
2024
Q4 | $5.84M | Buy |
22,898
+736
| +3% | +$188K | 1.68% | 20 |
|
|
2024
Q3 | $6.51M | Buy |
22,162
+837
| +4% | +$246K | 2.03% | 13 |
|
|
2024
Q2 | $5.17M | Sell |
21,325
-414
| -2% | -$100K | 1.78% | 20 |
|
|
2024
Q1 | $5.82M | Buy |
21,739
+268
| +1% | +$71.7K | 2% | 15 |
|
|
2023
Q4 | $5.31M | Buy |
21,471
+341
| +2% | +$84.3K | 2.12% | 15 |
|
|
2023
Q3 | $3.87M | Buy |
21,130
+4,767
| +29% | +$873K | 1.7% | 24 |
|
|
2023
Q2 | $3.85M | Buy |
16,363
+226
| +1% | +$53.2K | 1.78% | 21 |
|
|
2023
Q1 | $3.27M | Sell |
16,137
-3
| -0% | -$609 | 1.75% | 21 |
|
|
2022
Q4 | $3.14M | Buy |
16,140
+277
| +2% | +$53.8K | 1.67% | 22 |
|
|
2022
Q3 | $2.72M | Buy |
15,863
+139
| +0.9% | +$23.8K | 1.41% | 28 |
|
|
2022
Q2 | $2.87M | Sell |
15,724
-515
| -3% | -$94.1K | 1.3% | 32 |
|
|
2022
Q1 | $3.85M | Buy |
16,239
+1,801
| +12% | +$427K | 1.44% | 27 |
|
|
2021
Q4 | $4.23M | Buy |
14,438
+3,135
| +28% | +$918K | 1.4% | 23 |
|
|
2021
Q3 | $2.86M | Buy |
+11,303
| New | +$2.86M | 0.99% | 38 |
|