Laird Norton Wetherby Wealth Management’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	$228K	Buy	889 +14	+2%	+$3.52K	0.01%	846
2025 Q2	$227K	Buy	+875	New	+$223K	0.01%	823
2024 Q4	$251K	Sell	984 -62	-6%	-$16.6K	0.01%	760
2024 Q3	$307K	Sell	1,046 -9	-0.9%	-$2.54K	0.01%	721
2024 Q2	$256K	Buy	1,055 +3	+0.3%	+$716	0.01%	760
2024 Q1	$281K	Buy	1,052 +11	+1%	+$2.8K	0.01%	760
2023 Q4	$257K	Sell	1,041 -299	-22%	-$60.6K	0.01%	773
2023 Q3	$245K	Sell	1,340 -81	-6%	-$16.5K	0.01%	743
2023 Q2	$334K	Sell	1,421 -22	-2%	-$4.63K	0.02%	676
2023 Q1	$293K	Buy	1,443 +34	+2%	+$7.08K	0.02%	716
2022 Q4	$274K	Sell	1,409 -161	-10%	-$29.4K	0.02%	717
2022 Q3	$269K	Sell	1,570 -75	-5%	-$14.7K	0.02%	697
2022 Q2	$301K	Buy	1,645 +291	+21%	+$58.2K	0.02%	680
2022 Q1	$321K	Buy	1,354 +21	+2%	+$4.95K	0.02%	697
2021 Q4	$390K	Buy	1,333 +34	+3%	+$9.46K	0.02%	624
2021 Q3	$329K	Sell	1,299 -8	-0.6%	-$2.08K	0.02%	669
2021 Q2	$313K	Buy	1,307 +178	+16%	+$39.8K	0.02%	702
2021 Q1	$204K	Sell	1,129 -175	-13%	-$30.9K	0.02%	736
2020 Q4	$251K	Buy	+1,304	New	+$219K	0.02%	733
2020 Q3	–	Sell	-1,271	Closed	-$219K	–	729
2020 Q2	$219K	Buy	+1,271	New	+$188K	0.02%	613