SWM
Seed Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+800
| New | +$207K | 0.15% | 142 |
|
|
2025
Q1 | – | Sell |
-800
| Closed | -$204K | – | 151 |
|
|
2024
Q4 | $204K | Hold |
800
| – | – | 0.16% | 141 |
|
|
2024
Q3 | $235K | Buy |
+800
| New | +$235K | 0.19% | 137 |
|
|
2024
Q2 | – | Sell |
-800
| Closed | -$209K | – | 154 |
|
|
2024
Q1 | $209K | Buy |
+800
| New | +$209K | 0.2% | 139 |
|