Accretive Wealth Partners, LLC Equifax Inc Transaction History

Accretive Wealth Partners, LLC

$227 Million
Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Equifax Inc stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 4,079 shares of EFX stock, worth $1.14 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

4,079

Previous 4,059 0.49%

Holding current value

$1.14 Million

Previous $1.19 Million 12.76%

% of portfolio

0.46%

Previous 0.51%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$245.03 - $293.5 $4,900 - $5,870	20 Added 0.49%	4,079 $1.04 Million
Q3 2024 Nov 12, 2024	SELL	$236.42 - $307.13 $3,073 - $3,992	-13 Reduced 0.32%	4,059 $1.19 Million
Q2 2024 Aug 05, 2024	SELL	$216.2 - $262.74 $4,107 - $4,992	-19 Reduced 0.46%	4,072 $987,000
Q1 2024 May 06, 2024	SELL	$233.03 - $273.59 $12,583 - $14,773	-54 Reduced 1.3%	4,091 $1.09 Million
Q4 2023 Feb 06, 2024	BUY	$162.68 - $250.41 $2,277 - $3,505	14 Added 0.34%	4,145 $1.03 Million
Q3 2023 Nov 06, 2023	BUY	$180.36 - $237.81 $9,739 - $12,841	54 Added 1.32%	4,131 $756,000
Q2 2023 Aug 07, 2023	BUY	$194.8 - $235.3 $33,700 - $40,706	173 Added 4.43%	4,077 $959,000
Q1 2023 May 04, 2023	BUY	$193.14 - $230.65 $8,884 - $10,609	46 Added 1.19%	3,904 $791,000
Q4 2022 Feb 13, 2023	BUY	$150.24 - $207.1 $23,136 - $31,893	154 Added 4.16%	3,858 $749,000
Q3 2022 Nov 14, 2022	BUY	$167.1 - $222.33 $835 - $1,111	5 Added 0.14%	3,704 $635,000
Q2 2022 Aug 12, 2022	SELL	$170.35 - $234.5 $52,467 - $72,226	-308 Reduced 7.69%	3,699 $676,000
Q1 2022 May 12, 2022	BUY	$208.16 - $285.61 $13,946 - $19,135	67 Added 1.7%	4,007 $950,000
Q4 2021 Feb 14, 2022	BUY	$253.4 - $297.05 $16,471 - $19,308	65 Added 1.68%	3,940 $1.15 Million
Q3 2021 Nov 12, 2021	BUY	$241.17 - $278.28 $27,734 - $32,002	115 Added 3.06%	3,875 $982,000
Q2 2021 Aug 13, 2021	BUY	$181.59 - $239.85 $54,113 - $71,475	298 Added 8.61%	3,760 $901,000
Q1 2021 May 17, 2021	BUY	$161.88 - $189.88 $38,527 - $45,191	238 Added 7.38%	3,462 $627,000
Q4 2020 Feb 12, 2021	BUY	$136.6 - $195.17 $440,398 - $629,228	3,224 New	3,224 $622,000

Others Institutions Holding EFX

# of Institutions

889

Shares Held

111M

Call Options Held

298K

Put Options Held

231K

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $34.1B
Description
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal hi...

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Accretive Wealth Partners, LLC Equifax Inc Transaction History