TSWM
Triangle Securities Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Hold |
3,209
| – | – | 0.2% | 114 |
|
|
2025
Q1 | $782K | Buy |
3,209
+6
| +0.2% | +$1.46K | 0.2% | 121 |
|
|
2024
Q4 | $816K | Sell |
3,203
-50
| -2% | -$12.7K | 0.21% | 121 |
|
|
2024
Q3 | $956K | Sell |
3,253
-172
| -5% | -$50.5K | 0.25% | 107 |
|
|
2024
Q2 | $830K | Buy |
3,425
+2
| +0.1% | +$485 | 0.23% | 119 |
|
|
2024
Q1 | $916K | Buy |
3,423
+25
| +0.7% | +$6.69K | 0.26% | 107 |
|
|
2023
Q4 | $840K | Buy |
3,398
+5
| +0.1% | +$1.24K | 0.26% | 107 |
|
|
2023
Q3 | $622K | Buy |
3,393
+212
| +7% | +$38.8K | 0.22% | 115 |
|
|
2023
Q2 | $748K | Sell |
3,181
-15
| -0.5% | -$3.53K | 0.26% | 112 |
|
|
2023
Q1 | $648K | Sell |
3,196
-85
| -3% | -$17.2K | 0.23% | 116 |
|
|
2022
Q4 | $638K | Sell |
3,281
-47
| -1% | -$9.14K | 0.23% | 119 |
|
|
2022
Q3 | $571K | Buy |
3,328
+135
| +4% | +$23.2K | 0.23% | 117 |
|
|
2022
Q2 | $584K | Buy |
3,193
+128
| +4% | +$23.4K | 0.23% | 117 |
|
|
2022
Q1 | $727K | Buy |
3,065
+516
| +20% | +$122K | 0.24% | 112 |
|
|
2021
Q4 | $746K | Sell |
2,549
-31
| -1% | -$9.07K | 0.23% | 113 |
|
|
2021
Q3 | $654K | Buy |
2,580
+295
| +13% | +$74.8K | 0.22% | 117 |
|
|
2021
Q2 | $547K | Hold |
2,285
| – | – | 0.19% | 126 |
|
|
2021
Q1 | $414K | Buy |
+2,285
| New | +$414K | 0.15% | 138 |
|
|
2013
Q3 | – | Sell |
-291
| Closed | -$17K | – | 192 |
|
|
2013
Q2 | $17K | Buy |
+291
| New | +$17K | 0.01% | 400 |
|