Perigon 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 | $209K | Buy |
+807
| New | +$209K | ﹤0.01% | 991 |
|
|
2021
Q1 | – | Sell |
-360
| Closed | -$69K | – | 635 |
|
|
2020
Q4 | $69K | Buy |
+360
| New | +$69K | 0.01% | 639 |
|
|
2018
Q2 | – | Sell |
-321
| Closed | -$38K | – | 341 |
|
|
2018
Q1 | $38K | Hold |
321
| – | – | 0.01% | 345 |
|
|
2017
Q4 | $38K | Hold |
321
| – | – | 0.01% | 324 |
|
|
2017
Q3 | $34K | Hold |
321
| – | – | 0.01% | 387 |
|
|
2017
Q2 | $44K | Hold |
321
| – | – | 0.01% | 388 |
|
|
2017
Q1 | $44K | Hold |
321
| – | – | 0.01% | 405 |
|
|
2016
Q4 | $43K | Hold |
321
| – | – | 0.01% | 374 |
|
|
2016
Q3 | $43K | Hold |
321
| – | – | 0.01% | 327 |
|
|
2016
Q2 | $41K | Hold |
321
| – | – | 0.01% | 293 |
|
|
2016
Q1 | $37K | Buy |
+321
| New | +$37K | 0.01% | 207 |
|