TrueWealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Hold |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $379K | Buy |
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