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Whipplewood Advisors’s Equifax EFX Stock Holding History

Whipplewood 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 		$1.3K Sell
5
-11
-69% -$2.85K ﹤0.01% 964
2025
Q1 		$1.22K Buy
16
+7
+78% +$533 ﹤0.01% 990
2024
Q4 		$2.29K Buy
+9
New +$2.29K ﹤0.01% 847