Wedmont Private Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
2,765
+208
| +8% | +$55.3K | 0.03% | 337 |
|
|
2025
Q1 | $563K | Buy |
2,557
+1
| +0% | +$220 | 0.03% | 353 |
|
|
2024
Q4 | $625K | Sell |
2,556
-22
| -0.9% | -$5.38K | 0.03% | 315 |
|
|
2024
Q3 | $727K | Buy |
2,578
+167
| +7% | +$47.1K | 0.04% | 273 |
|
|
2024
Q2 | $622K | Buy |
2,411
+235
| +11% | +$60.6K | 0.04% | 292 |
|
|
2024
Q1 | $572K | Buy |
2,176
+118
| +6% | +$31K | 0.04% | 295 |
|
|
2023
Q4 | $507K | Buy |
2,058
+6
| +0.3% | +$1.48K | 0.04% | 302 |
|
|
2023
Q3 | $381K | Sell |
2,052
-262
| -11% | -$48.6K | 0.04% | 319 |
|
|
2023
Q2 | $547K | Buy |
2,314
+117
| +5% | +$27.7K | 0.06% | 226 |
|
|
2023
Q1 | $434K | Buy |
2,197
+99
| +5% | +$19.6K | 0.06% | 244 |
|
|
2022
Q4 | $429K | Buy |
+2,098
| New | +$429K | 0.06% | 236 |
|
|
2022
Q3 | – | Sell |
-1,688
| Closed | -$309K | – | 382 |
|
|
2022
Q2 | $309K | Buy |
1,688
+785
| +87% | +$144K | 0.07% | 228 |
|
|
2022
Q1 | $212K | Buy |
+903
| New | +$212K | 0.05% | 305 |
|