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Weatherly Asset Management’s Equifax EFX Stock Holding History

Weatherly Asset Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-796
Closed -$234K – 185
2024
Q3 		$234K Buy
+796
New +$234K 0.02% 167