Wealthfront Advisers’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
7,958
+637
| +9% | +$165K | 0.01% | 568 |
|
|
2025
Q1 | $1.78M | Buy |
7,321
+1,464
| +25% | +$357K | ﹤0.01% | 563 |
|
|
2024
Q4 | $1.49M | Buy |
5,857
+679
| +13% | +$173K | ﹤0.01% | 590 |
|
|
2024
Q3 | $1.52M | Buy |
5,178
+37
| +0.7% | +$10.9K | ﹤0.01% | 559 |
|
|
2024
Q2 | $1.25M | Buy |
5,141
+264
| +5% | +$64K | ﹤0.01% | 584 |
|
|
2024
Q1 | $1.3M | Sell |
4,877
-68
| -1% | -$18.2K | ﹤0.01% | 562 |
|
|
2023
Q4 | $1.22M | Sell |
4,945
-308
| -6% | -$76.2K | ﹤0.01% | 561 |
|
|
2023
Q3 | $962K | Sell |
5,253
-3,089
| -37% | -$566K | ﹤0.01% | 563 |
|
|
2023
Q2 | $1.96M | Buy |
8,342
+1,772
| +27% | +$417K | 0.01% | 417 |
|
|
2023
Q1 | $1.33M | Buy |
6,570
+1,421
| +28% | +$288K | 0.01% | 480 |
|
|
2022
Q4 | $1M | Buy |
5,149
+2,043
| +66% | +$397K | ﹤0.01% | 509 |
|
|
2022
Q3 | $532K | Buy |
3,106
+686
| +28% | +$117K | ﹤0.01% | 589 |
|
|
2022
Q2 | $442K | Sell |
2,420
-14,257
| -85% | -$2.6M | ﹤0.01% | 612 |
|
|
2022
Q1 | $3.95M | Buy |
16,677
+12,990
| +352% | +$3.08M | 0.02% | 253 |
|
|
2021
Q4 | $1.08M | Buy |
3,687
+564
| +18% | +$165K | ﹤0.01% | 488 |
|
|
2021
Q3 | $792K | Buy |
3,123
+297
| +11% | +$75.3K | ﹤0.01% | 502 |
|
|
2021
Q2 | $677K | Buy |
2,826
+265
| +10% | +$63.5K | ﹤0.01% | 476 |
|
|
2021
Q1 | $464K | Buy |
2,561
+219
| +9% | +$39.7K | ﹤0.01% | 469 |
|
|
2020
Q4 | $452K | Sell |
2,342
-32
| -1% | -$6.18K | ﹤0.01% | 447 |
|
|
2020
Q3 | $372K | Sell |
2,374
-86
| -3% | -$13.5K | ﹤0.01% | 439 |
|
|
2020
Q2 | $423K | Sell |
2,460
-227
| -8% | -$39K | ﹤0.01% | 415 |
|
|
2020
Q1 | $321K | Buy |
2,687
+169
| +7% | +$20.2K | ﹤0.01% | 389 |
|
|
2019
Q4 | $353K | Sell |
2,518
-97
| -4% | -$13.6K | ﹤0.01% | 433 |
|
|
2019
Q3 | $368K | Buy |
2,615
+29
| +1% | +$4.08K | ﹤0.01% | 407 |
|
|
2019
Q2 | $350K | Buy |
2,586
+56
| +2% | +$7.58K | ﹤0.01% | 421 |
|
|
2019
Q1 | $300K | Buy |
+2,530
| New | +$300K | ﹤0.01% | 421 |
|