YWM
Yoder Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+791
| New | +$205K | 0.11% | 109 |
|
|
2025
Q1 | – | Sell |
-791
| Closed | -$202K | – | 110 |
|
|
2024
Q4 | $202K | Hold |
791
| – | – | 0.11% | 108 |
|
|
2024
Q3 | $232K | Buy |
+791
| New | +$232K | 0.14% | 102 |
|
|
2024
Q2 | – | Sell |
-791
| Closed | -$212K | – | 106 |
|
|
2024
Q1 | $212K | Buy |
+791
| New | +$212K | 0.14% | 98 |
|