Nicola 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 | – | Sell |
-60,000
| Closed | -$14.6M | – | 107 |
|
|
2025
Q1 | $14.6M | Hold |
60,000
| – | – | 1.43% | 30 |
|
|
2024
Q4 | $15.3M | Buy |
60,000
+13,000
| +28% | +$3.31M | 1.45% | 29 |
|
|
2024
Q3 | $13.8M | Hold |
47,000
| – | – | 1.1% | 35 |
|
|
2024
Q2 | $11.4M | Buy |
47,000
+35,000
| +292% | +$8.49M | 1.02% | 38 |
|
|
2024
Q1 | $3.21M | Hold |
12,000
| – | – | 0.31% | 74 |
|
|
2023
Q4 | $2.97M | Buy |
+12,000
| New | +$2.97M | 0.31% | 78 |
|