Compass Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $48.7K | Hold |
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|
2024
Q4 | $51K | Hold |
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|
2024
Q3 | $58.8K | Hold |
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|
2024
Q2 | $48.5K | Hold |
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|
2024
Q1 | $53.5K | Sell |
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|
2023
Q4 | $68K | Hold |
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|
2023
Q3 | $50.4K | Hold |
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|
2023
Q2 | $64.7K | Hold |
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|
2023
Q1 | $55.8K | Hold |
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|
2022
Q4 | $53.4K | Buy |
|