Premier Path Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
5,404
-590
| -10% | -$153K | 0.2% | 123 |
|
|
2025
Q1 | $1.46M | Buy |
5,994
+278
| +5% | +$67.7K | 0.23% | 104 |
|
|
2024
Q4 | $1.46M | Buy |
5,716
+652
| +13% | +$166K | 0.22% | 101 |
|
|
2024
Q3 | $1.49M | Sell |
5,064
-453
| -8% | -$133K | 0.23% | 101 |
|
|
2024
Q2 | $1.34M | Buy |
5,517
+663
| +14% | +$161K | 0.23% | 108 |
|
|
2024
Q1 | $1.3M | Sell |
4,854
-114
| -2% | -$30.5K | 0.24% | 103 |
|
|
2023
Q4 | $1.24M | Buy |
+4,968
| New | +$1.24M | 0.27% | 91 |
|