Heritage Wealth Management (Arizona)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $399K | Sell |
1,648
-232
| -12% | -$56.2K | 0.22% | 94 |
|
|
2024
Q1 | $503K | Sell |
1,880
-55
| -3% | -$14.7K | 0.26% | 84 |
|
|
2023
Q4 | $479K | Buy |
+1,935
| New | +$479K | 0.26% | 82 |
|
|
2022
Q4 | $998K | Buy |
5,134
+2,921
| +132% | +$568K | 0.14% | 113 |
|
|
2022
Q3 | $379K | Buy |
2,213
+90
| +4% | +$15.4K | 0.12% | 122 |
|
|
2022
Q2 | $388K | Buy |
2,123
+271
| +15% | +$49.5K | 0.13% | 121 |
|
|
2022
Q1 | $439K | Buy |
+1,852
| New | +$439K | 0.12% | 135 |
|
|
2021
Q3 | $228K | Buy |
900
+106
| +13% | +$26.9K | 0.08% | 195 |
|
|
2021
Q2 | $190K | Buy |
794
+234
| +42% | +$56K | 0.07% | 233 |
|
|
2021
Q1 | $101K | Buy |
+560
| New | +$101K | 0.06% | 249 |
|