Mitchell & Pahl Private Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
3,395
+264
| +8% | +$68.5K | 0.39% | 91 |
|
|
2025
Q1 | $763K | Buy |
3,131
+19
| +0.6% | +$4.63K | 0.36% | 98 |
|
|
2024
Q4 | $793K | Buy |
3,112
+176
| +6% | +$44.9K | 0.37% | 97 |
|
|
2024
Q3 | $863K | Buy |
2,936
+56
| +2% | +$16.5K | 0.4% | 91 |
|
|
2024
Q2 | $698K | Buy |
2,880
+29
| +1% | +$7.03K | 0.37% | 100 |
|
|
2024
Q1 | $763K | Buy |
2,851
+125
| +5% | +$33.4K | 0.4% | 98 |
|
|
2023
Q4 | $674K | Buy |
2,726
+31
| +1% | +$7.67K | 0.38% | 99 |
|
|
2023
Q3 | $494K | Buy |
2,695
+481
| +22% | +$88.1K | 0.29% | 115 |
|
|
2023
Q2 | $521K | Buy |
2,214
+159
| +8% | +$37.4K | 0.31% | 111 |
|
|
2023
Q1 | $417K | Buy |
2,055
+41
| +2% | +$8.32K | 0.26% | 124 |
|
|
2022
Q4 | $391K | Buy |
2,014
+432
| +27% | +$84K | 0.26% | 123 |
|
|
2022
Q3 | $271K | Buy |
1,582
+156
| +11% | +$26.7K | 0.2% | 138 |
|
|
2022
Q2 | $261K | Buy |
1,426
+354
| +33% | +$64.8K | 0.18% | 143 |
|
|
2022
Q1 | $254K | Buy |
1,072
+213
| +25% | +$50.5K | 0.16% | 148 |
|
|
2021
Q4 | $252K | Buy |
+859
| New | +$252K | 0.16% | 146 |
|