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Waverly Advisors’s Equifax EFX Stock Holding History

Waverly Advisors’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$359K Sell
1,384
-36
-3% -$9.34K ﹤0.01% 904
2025
Q1 		$346K Buy
1,420
+132
+10% +$32.2K ﹤0.01% 882
2024
Q4 		$328K Buy
+1,288
New +$328K 0.01% 797