Carson Wealth (CWM LLC)’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
2,257
-1,026
| -31% | -$266K | ﹤0.01% | 1518 |
|
|
2025
Q1 | $800K | Buy |
3,283
+103
| +3% | +$25.1K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $810K | Buy |
3,180
+1,660
| +109% | +$423K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $447K | Buy |
1,520
+93
| +7% | +$27.3K | ﹤0.01% | 1362 |
|
|
2024
Q2 | $346K | Buy |
1,427
+13
| +0.9% | +$3.15K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $378K | Buy |
1,414
+64
| +5% | +$17.1K | ﹤0.01% | 1231 |
|
|
2023
Q4 | $334K | Buy |
1,350
+446
| +49% | +$110K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $166K | Buy |
904
+69
| +8% | +$12.7K | ﹤0.01% | 1382 |
|
|
2023
Q2 | $196K | Buy |
835
+125
| +18% | +$29.3K | ﹤0.01% | 1259 |
|
|
2023
Q1 | $144K | Buy |
710
+103
| +17% | +$20.9K | ﹤0.01% | 1331 |
|
|
2022
Q4 | $118K | Sell |
607
-90
| -13% | -$17.5K | ﹤0.01% | 1302 |
|
|
2022
Q3 | $119K | Buy |
697
+360
| +107% | +$61.5K | ﹤0.01% | 1266 |
|
|
2022
Q2 | $62K | Sell |
337
-177
| -34% | -$32.6K | ﹤0.01% | 1522 |
|
|
2022
Q1 | $122K | Buy |
514
+282
| +122% | +$66.9K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $68K | Buy |
+232
| New | +$68K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2021
Q1 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q4 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q3 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q1 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2019
Q4 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2019
Q3 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2019
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 1915 |
|
|
2019
Q1 | $15K | Buy |
62
+15
| +32% | +$3.63K | ﹤0.01% | 1915 |
|
|
2018
Q4 | $4K | Buy |
47
+38
| +422% | +$3.23K | ﹤0.01% | 1579 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1646 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1504 |
|
|
2018
Q1 | $1K | Sell |
9
-5
| -36% | -$556 | ﹤0.01% | 1261 |
|
|
2017
Q4 | $2K | Buy |
14
+5
| +56% | +$714 | ﹤0.01% | 1264 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1050 |
|