Private Wealth Management Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Hold |
87
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $21.2K | Hold |
87
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $22.2K | Hold |
87
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $25.6K | Hold |
87
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $21.1K | Hold |
87
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $23.3K | Hold |
87
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $21.5K | Buy |
+87
| New | +$21.5K | 0.01% | 255 |
|