GW Henssler & Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
8,195
-580
| -7% | -$150K | 0.11% | 91 |
|
|
2025
Q1 | $2.14M | Sell |
8,775
-230
| -3% | -$56K | 0.12% | 81 |
|
|
2024
Q4 | $2.65M | Hold |
9,005
| – | – | 0.15% | 77 |
|
|
2024
Q3 | $2.65M | Hold |
9,005
| – | – | 0.15% | 77 |
|
|
2024
Q2 | $2.18M | Sell |
9,005
-454
| -5% | -$110K | 0.13% | 74 |
|
|
2024
Q1 | $2.53M | Buy |
+9,459
| New | +$2.53M | 0.15% | 74 |
|
|
2015
Q1 | – | Sell |
-65,548
| Closed | -$5.3M | – | 177 |
|
|
2014
Q4 | $5.3M | Buy |
65,548
+1,595
| +2% | +$129K | 0.59% | 55 |
|
|
2014
Q3 | $4.78M | Buy |
63,953
+2,303
| +4% | +$172K | 0.58% | 53 |
|
|
2014
Q2 | $4.47M | Buy |
61,650
+863
| +1% | +$62.6K | 0.54% | 57 |
|
|
2014
Q1 | $4.14M | Buy |
+60,787
| New | +$4.14M | 0.49% | 64 |
|