Venturi Wealth Management’s Equifax EFX Stock Holding History

Venturi Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$388K	Buy
2024 Q4	$364K	Buy
2024 Q3	$399K	Buy
2024 Q2	$206K	Buy
2024 Q1	$38.8K	Buy
2023 Q4	$33.6K	Hold
2023 Q3	$24.9K	Sell
2023 Q2	$32.5K	Buy
2023 Q1	$20.9K	Buy