Integrated Wealth Concepts’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
4,132
+61
| +1% | +$15.8K | 0.01% | 887 |
|
|
2025
Q1 | $992K | Buy |
4,071
+12
| +0.3% | +$2.92K | 0.01% | 835 |
|
|
2024
Q4 | $1.03M | Sell |
4,059
-239
| -6% | -$60.9K | 0.01% | 790 |
|
|
2024
Q3 | $1.26M | Sell |
4,298
-170
| -4% | -$50K | 0.02% | 713 |
|
|
2024
Q2 | $1.08M | Sell |
4,468
-574
| -11% | -$139K | 0.01% | 726 |
|
|
2024
Q1 | $1.35M | Buy |
5,042
+1,419
| +39% | +$380K | 0.02% | 645 |
|
|
2023
Q4 | $896K | Sell |
3,623
-242
| -6% | -$59.8K | 0.01% | 767 |
|
|
2023
Q3 | $708K | Sell |
3,865
-2
| -0.1% | -$366 | 0.01% | 834 |
|
|
2023
Q2 | $910K | Buy |
+3,867
| New | +$910K | 0.02% | 720 |
|
|
2022
Q2 | – | Sell |
-881
| Closed | -$209K | – | 1001 |
|
|
2022
Q1 | $209K | Sell |
881
-17
| -2% | -$4.03K | 0.01% | 868 |
|
|
2021
Q4 | $263K | Buy |
898
+1
| +0.1% | +$293 | 0.01% | 833 |
|
|
2021
Q3 | $227K | Sell |
897
-25
| -3% | -$6.33K | 0.01% | 839 |
|
|
2021
Q2 | $221K | Buy |
+922
| New | +$221K | 0.01% | 741 |
|