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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
1,648
-232
-12% -$55.3K 0.22% 94
2024
Q1 		$503K Sell
1,880
-55
-3% -$14K 0.26% 84
2023
Q4 		$479K Buy
+1,935
New +$392K 0.26% 82
2022
Q4 		$998K Buy
5,134
+2,921
+132% +$534K 0.14% 113
2022
Q3 		$379K Buy
2,213
+90
+4% +$17.6K 0.12% 122
2022
Q2 		$388K Buy
2,123
+271
+15% +$54.2K 0.13% 121
2022
Q1 		$439K Buy
+1,852
New +$436K 0.12% 135
2021
Q3 		$228K Buy
900
+106
+13% +$27.6K 0.08% 195
2021
Q2 		$190K Buy
794
+234
+42% +$52.3K 0.07% 233
2021
Q1 		$101K Buy
+560
New +$98.9K 0.06% 249

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