Quotient 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 | $308K | Sell |
1,189
-32
| -3% | -$8.3K | 0.01% | 262 |
|
2025
Q1 | $297K | Sell |
1,221
-32
| -3% | -$7.79K | 0.01% | 258 |
|
2024
Q4 | $319K | Sell |
1,253
-195
| -13% | -$49.7K | 0.01% | 233 |
|
2024
Q3 | $426K | Sell |
1,448
-42
| -3% | -$12.3K | 0.01% | 196 |
|
2024
Q2 | $361K | Buy |
+1,490
| New | +$361K | 0.01% | 217 |
|