HWA
HHM Wealth Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-83
| Closed | -$20.2K | – | 882 |
|
|
2025
Q1 | $20.2K | Sell |
83
-7
| -8% | -$1.71K | ﹤0.01% | 502 |
|
|
2024
Q4 | $22.9K | Buy |
90
+7
| +8% | +$1.78K | ﹤0.01% | 479 |
|
|
2024
Q3 | $24.4K | Hold |
83
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $20.1K | Hold |
83
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $22.2K | Hold |
83
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $20.5K | Hold |
83
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $15.2K | Buy |
+83
| New | +$15.2K | ﹤0.01% | 442 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$4K | – | 681 |
|
|
2022
Q2 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 668 |
|