Venturi Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,593
| Closed | -$388K | – | 553 |
|
|
2025
Q1 | $388K | Buy |
1,593
+165
| +12% | +$40.2K | 0.02% | 379 |
|
|
2024
Q4 | $364K | Buy |
1,428
+70
| +5% | +$17.8K | 0.02% | 403 |
|
|
2024
Q3 | $399K | Buy |
1,358
+508
| +60% | +$149K | 0.02% | 332 |
|
|
2024
Q2 | $206K | Buy |
850
+705
| +486% | +$171K | 0.01% | 404 |
|
|
2024
Q1 | $38.8K | Buy |
145
+9
| +7% | +$2.41K | ﹤0.01% | 557 |
|
|
2023
Q4 | $33.6K | Hold |
136
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $24.9K | Sell |
136
-2
| -1% | -$366 | ﹤0.01% | 570 |
|
|
2023
Q2 | $32.5K | Buy |
138
+35
| +34% | +$8.24K | ﹤0.01% | 477 |
|
|
2023
Q1 | $20.9K | Buy |
+103
| New | +$20.9K | ﹤0.01% | 590 |
|