Hennion & Walsh Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-858
| Closed | -$209K | – | 931 |
|
|
2025
Q1 | $209K | Sell |
858
-49
| -5% | -$11.9K | 0.01% | 828 |
|
|
2024
Q4 | $231K | Sell |
907
-891
| -50% | -$227K | 0.01% | 809 |
|
|
2024
Q3 | $528K | Sell |
1,798
-39
| -2% | -$11.5K | 0.02% | 602 |
|
|
2024
Q2 | $445K | Sell |
1,837
-1,251
| -41% | -$303K | 0.02% | 618 |
|
|
2024
Q1 | $826K | Sell |
3,088
-96
| -3% | -$25.7K | 0.04% | 471 |
|
|
2023
Q4 | $787K | Sell |
3,184
-1,145
| -26% | -$283K | 0.05% | 465 |
|
|
2023
Q3 | $793K | Buy |
4,329
+206
| +5% | +$37.7K | 0.05% | 416 |
|
|
2023
Q2 | $970K | Buy |
4,123
+822
| +25% | +$193K | 0.06% | 378 |
|
|
2023
Q1 | $670K | Buy |
3,301
+58
| +2% | +$11.8K | 0.04% | 440 |
|
|
2022
Q4 | $630K | Buy |
3,243
+674
| +26% | +$131K | 0.04% | 447 |
|
|
2022
Q3 | $440K | Buy |
2,569
+138
| +6% | +$23.6K | 0.03% | 509 |
|
|
2022
Q2 | $444K | Buy |
2,431
+1,250
| +106% | +$228K | 0.03% | 515 |
|
|
2022
Q1 | $280K | Buy |
1,181
+105
| +10% | +$24.9K | 0.01% | 672 |
|
|
2021
Q4 | $315K | Buy |
+1,076
| New | +$315K | 0.02% | 640 |
|