Forum Financial Management’s Equifax EFX Stock Holding History

Forum Financial Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$418K	Buy
2025 Q2	$345K	Sell
2025 Q1	$351K	Buy
2024 Q4	$367K	Buy
2024 Q3	$200K	Buy