Carson Wealth (CWM LLC)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.74M | Buy |
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|
2025
Q2 | $585K | Sell |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $166K | Buy |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $118K | Sell |
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|
2022
Q3 | $119K | Buy |
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|
2022
Q2 | $62K | Sell |
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|
2022
Q1 | $122K | Buy |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Buy |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
|