Integrated Wealth Concepts’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $992K | Buy |
|
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|
2024
Q4 | $1.03M | Sell |
|
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|
2024
Q3 | $1.26M | Sell |
|
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $896K | Sell |
|
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|
2023
Q3 | $708K | Sell |
|
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|
2023
Q2 | $910K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $209K | Sell |
|
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $227K | Sell |
|
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|
2021
Q2 | $221K | Buy |
|