Cherry Tree Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82K | Hold |
34
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $8.28K | Hold |
34
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $8.67K | Hold |
34
| – | – | ﹤0.01% | 432 |
|
|
2024
Q3 | $9.99K | Hold |
34
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $8.24K | Hold |
34
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $9.1K | Hold |
34
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $8.41K | Hold |
34
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $6.23K | Sell |
34
-1
| -3% | -$183 | ﹤0.01% | 385 |
|
|
2023
Q2 | $8.24K | Buy |
+35
| New | +$8.24K | ﹤0.01% | 352 |
|