Heritage Wealth Management (Arizona)’s Equifax EFX Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$399K	Sell
2024 Q1	$503K	Sell
2023 Q4	$479K	Buy
2022 Q4	$998K	Buy
2022 Q3	$379K	Buy
2022 Q2	$388K	Buy
2022 Q1	$439K	Buy
2021 Q3	$228K	Buy
2021 Q2	$190K	Buy
2021 Q1	$101K	Buy