Meridian Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
1,127
+1
| +0.1% | +$259 | 0.01% | 566 |
|
|
2025
Q1 | $274K | Buy |
1,126
+2
| +0.2% | +$487 | 0.01% | 535 |
|
|
2024
Q4 | $286K | Buy |
1,124
+2
| +0.2% | +$510 | 0.01% | 526 |
|
|
2024
Q3 | $330K | Buy |
+1,122
| New | +$330K | 0.02% | 496 |
|
|
2024
Q2 | – | Sell |
-1,118
| Closed | -$299K | – | 356 |
|
|
2024
Q1 | $299K | Buy |
1,118
+2
| +0.2% | +$535 | 0.05% | 169 |
|
|
2023
Q4 | $276K | Sell |
1,116
-1,080
| -49% | -$267K | 0.02% | 512 |
|
|
2023
Q3 | $402K | Buy |
2,196
+1,101
| +101% | +$202K | 0.02% | 406 |
|
|
2023
Q2 | $258K | Buy |
1,095
+1
| +0.1% | +$235 | 0.02% | 465 |
|
|
2023
Q1 | $222K | Buy |
1,094
+18
| +2% | +$3.65K | 0.02% | 491 |
|
|
2022
Q4 | $209K | Buy |
+1,076
| New | +$209K | 0.02% | 482 |
|