Ae Wealth Management LLC Equifax Inc Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Equifax Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,037 shares of EFX stock, worth $784,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,037

Previous 3,533 14.04%

Holding current value

$784,851

Previous $856,000 4.09%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$236.42 - $307.13 $117,264 - $152,336	-496 Reduced 14.04%	3,037 $891,000
Q2 2024 Aug 12, 2024	BUY	$216.2 - $262.74 $148,961 - $181,027	689 Added 24.23%	3,533 $856,000
Q1 2024 May 15, 2024	SELL	$233.03 - $273.59 $417,123 - $489,726	-1,790 Reduced 38.63%	2,844 $760,000
Q4 2023 Feb 14, 2024	BUY	$162.68 - $250.41 $37,253 - $57,343	229 Added 5.2%	4,634 $1.15 Million
Q3 2023 Oct 11, 2023	BUY	$180.36 - $237.81 $70,160 - $92,508	389 Added 9.69%	4,405 $806,000
Q2 2023 Jul 10, 2023	BUY	$194.8 - $235.3 $5,844 - $7,059	30 Added 0.75%	4,016 $944,000
Q1 2023 Apr 14, 2023	BUY	$193.14 - $230.65 $5,407 - $6,458	28 Added 0.71%	3,986 $808,000
Q4 2022 Jan 31, 2023	SELL	$150.24 - $207.1 $5,859 - $8,076	-39 Reduced 0.98%	3,958 $768,000
Q3 2022 Oct 25, 2022	SELL	$167.1 - $222.33 $34,756 - $46,244	-208 Reduced 4.95%	3,997 $685,000
Q2 2022 Aug 03, 2022	BUY	$170.35 - $234.5 $21,123 - $29,078	124 Added 3.04%	4,205 $769,000
Q1 2022 Apr 18, 2022	BUY	$208.16 - $285.61 $57,660 - $79,113	277 Added 7.28%	4,081 $968,000
Q4 2021 Jan 20, 2022	SELL	$253.4 - $297.05 $6,081 - $7,129	-24 Reduced 0.63%	3,804 $1.11 Million
Q3 2021 Nov 01, 2021	BUY	$241.17 - $278.28 $40,516 - $46,751	168 Added 4.59%	3,828 $970,000
Q2 2021 Jul 21, 2021	BUY	$181.59 - $239.85 $414,751 - $547,817	2,284 Added 165.99%	3,660 $877,000
Q1 2021 Apr 27, 2021	SELL	$161.88 - $189.88 $18,616 - $21,836	-115 Reduced 7.71%	1,376 $249,000
Q4 2020 Feb 01, 2021	BUY	$136.6 - $195.17 $203,670 - $290,998	1,491 New	1,491 $288,000
Q2 2020 Aug 05, 2020	SELL	$106.62 - $179.45 $534,166 - $899,044	-5,010 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$104.62 - $162.96 $524,146 - $816,429	5,010 New	5,010 $598,000
Q2 2019 Jul 22, 2019	SELL	$116.43 - $135.24 $399,820 - $464,414	-3,434 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$91.34 - $118.5 $313,661 - $406,929	3,434 New	3,434 $407,000

Others Institutions Holding EFX

# of Institutions

898

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 $31.6B
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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Ae Wealth Management LLC Equifax Inc Transaction History