TrueWealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
1,289
| – | – | 0.1% | 162 |
|
|
2025
Q1 | $314K | Sell |
1,289
-100
| -7% | -$24.4K | 0.1% | 156 |
|
|
2024
Q4 | $354K | Hold |
1,389
| – | – | 0.12% | 153 |
|
|
2024
Q3 | $408K | Buy |
1,389
+1
| +0.1% | +$294 | 0.14% | 129 |
|
|
2024
Q2 | $337K | Buy |
1,388
+1
| +0.1% | +$242 | 0.12% | 134 |
|
|
2024
Q1 | $371K | Sell |
1,387
-118
| -8% | -$31.6K | 0.14% | 112 |
|
|
2023
Q4 | $372K | Sell |
1,505
-45
| -3% | -$11.1K | 0.14% | 114 |
|
|
2023
Q3 | $284K | Sell |
1,550
-3
| -0.2% | -$550 | 0.12% | 138 |
|
|
2023
Q2 | $365K | Sell |
1,553
-30
| -2% | -$7.06K | 0.15% | 108 |
|
|
2023
Q1 | $321K | Hold |
1,583
| – | – | 0.13% | 124 |
|
|
2022
Q4 | $308K | Hold |
1,583
| – | – | 0.13% | 131 |
|
|
2022
Q3 | $271K | Hold |
1,583
| – | – | 0.13% | 124 |
|
|
2022
Q2 | $289K | Hold |
1,583
| – | – | 0.13% | 122 |
|
|
2022
Q1 | $463K | Hold |
1,583
| – | – | 0.21% | 96 |
|
|
2021
Q4 | $463K | Hold |
1,583
| – | – | 0.21% | 96 |
|
|
2021
Q3 | $401K | Hold |
1,583
| – | – | 0.23% | 84 |
|
|
2021
Q2 | $379K | Buy |
+1,583
| New | +$379K | 0.22% | 79 |
|