Modera 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 | $316K | Buy |
+1,219
| New | +$316K | ﹤0.01% | 528 |
|
|
2025
Q1 | – | Sell |
-984
| Closed | -$251K | – | 615 |
|
|
2024
Q4 | $251K | Buy |
984
+20
| +2% | +$5.1K | ﹤0.01% | 544 |
|
|
2024
Q3 | $283K | Sell |
964
-1
| -0.1% | -$294 | ﹤0.01% | 499 |
|
|
2024
Q2 | $234K | Sell |
965
-8
| -0.8% | -$1.94K | ﹤0.01% | 516 |
|
|
2024
Q1 | $260K | Buy |
+973
| New | +$260K | ﹤0.01% | 505 |
|
|
2023
Q3 | – | Sell |
-869
| Closed | -$204K | – | 560 |
|
|
2023
Q2 | $204K | Buy |
+869
| New | +$204K | ﹤0.01% | 527 |
|
|
2022
Q1 | – | Sell |
-1,448
| Closed | -$424K | – | 420 |
|
|
2021
Q4 | $424K | Buy |
+1,448
| New | +$424K | 0.02% | 315 |
|