Frank Rimerman Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
937
-319
| -25% | -$82.7K | 0.02% | 503 |
|
|
2025
Q1 | $306K | Buy |
1,256
+92
| +8% | +$22.4K | 0.02% | 407 |
|
|
2024
Q4 | $297K | Buy |
1,164
+139
| +14% | +$35.4K | 0.02% | 420 |
|
|
2024
Q3 | $301K | Sell |
1,025
-21
| -2% | -$6.17K | 0.02% | 418 |
|
|
2024
Q2 | $254K | Buy |
+1,046
| New | +$254K | 0.02% | 480 |
|