IAIM
International Assets Investment Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+788
| New | +$204K | 0.02% | 762 |
|
|
2025
Q1 | – | Sell |
-1,316
| Closed | -$330K | – | 802 |
|
|
2024
Q4 | $330K | Sell |
1,316
-959,046
| -100% | -$241M | 0.03% | 539 |
|
|
2024
Q3 | $580K | Buy |
960,362
+959,115
| +76,914% | +$580K | 1.59% | 6 |
|
|
2024
Q2 | $302K | Buy |
1,247
+127
| +11% | +$30.8K | 0.03% | 544 |
|
|
2024
Q1 | $292K | Sell |
1,120
-1
| -0.1% | -$261 | 0.03% | 540 |
|
|
2023
Q4 | $277K | Sell |
1,121
-200,061
| -99% | -$49.5M | 0.04% | 515 |
|
|
2023
Q3 | $400K | Buy |
201,182
+199,969
| +16,485% | +$398K | 0.05% | 313 |
|
|
2023
Q2 | $285K | Buy |
1,213
+213
| +21% | +$50.1K | 0.04% | 405 |
|
|
2023
Q1 | $203K | Sell |
1,000
-199,777
| -100% | -$40.5M | 0.03% | 477 |
|
|
2022
Q4 | $337K | Buy |
+200,777
| New | +$337K | 0.03% | 435 |
|
|
2021
Q2 | – | Sell |
-63
| Closed | -$12K | – | 872 |
|
|
2021
Q1 | $12K | Hold |
63
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q4 | $12K | Buy |
+63
| New | +$12K | ﹤0.01% | 1351 |
|