HB 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
Q3 | $4.99M | Buy |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $4.63M | Sell |
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|
2024
Q4 | $5.6M | Buy |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $4.48M | Sell |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $2.96M | Sell |
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|
2023
Q2 | $3.8M | Sell |
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|
2023
Q1 | $3.36M | Buy |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $968K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.7M | Buy |
|