Cherry Tree Wealth Management’s Equifax EFX Stock Holding History

Cherry Tree Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.72K	Hold
2025 Q2	$8.82K	Hold
2025 Q1	$8.28K	Hold
2024 Q4	$8.66K	Hold
2024 Q3	$9.99K	Hold
2024 Q2	$8.24K	Hold
2024 Q1	$9.1K	Hold
2023 Q4	$8.41K	Hold
2023 Q3	$6.23K	Sell
2023 Q2	$8.24K	Buy