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Venturi Wealth Management’s Equifax EFX Stock Holding History

Venturi Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,593
Closed -$388K – 554
2025
Q1 		$388K Buy
1,593
+165
+12% +$41.5K 0.02% 381
2024
Q4 		$364K Buy
1,428
+70
+5% +$18.8K 0.02% 403
2024
Q3 		$399K Buy
1,358
+508
+60% +$143K 0.02% 334
2024
Q2 		$206K Buy
850
+705
+486% +$168K 0.01% 405
2024
Q1 		$38.8K Buy
145
+9
+7% +$2.29K ﹤0.01% 558
2023
Q4 		$33.6K Hold
136
– – ﹤0.01% 575
2023
Q3 		$24.9K Sell
136
-2
-1% -$408 ﹤0.01% 571
2023
Q2 		$32.5K Buy
138
+35
+34% +$7.37K ﹤0.01% 478
2023
Q1 		$20.9K Buy
+103
New +$21.4K ﹤0.01% 590

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