A detailed history of Ever Source Wealth Advisors, LLC transactions in Equifax Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,791 shares of EFX stock, worth $429,768. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,791
Previous 1,551 15.47%
Holding current value
$429,768
Previous $414,000 15.7%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$233.03 - $273.59 $55,927 - $65,661
240 Added 15.47%
1,791 $479,000
Q4 2023

Feb 09, 2024

BUY
$162.68 - $250.41 $4,880 - $7,512
30 Added 1.97%
1,551 $383,000
Q3 2023

Nov 03, 2023

SELL
$180.36 - $237.81 $13,166 - $17,360
-73 Reduced 4.58%
1,521 $278,000
Q2 2023

Aug 04, 2023

SELL
$194.8 - $235.3 $974 - $1,176
-5 Reduced 0.31%
1,594 $375,000
Q1 2023

May 11, 2023

BUY
$193.14 - $230.65 $7,725 - $9,226
40 Added 2.57%
1,599 $324,000
Q4 2022

Feb 09, 2023

SELL
$150.24 - $207.1 $176,982 - $243,963
-1,178 Reduced 43.04%
1,559 $302,000
Q3 2022

Nov 07, 2022

SELL
$167.1 - $222.33 $56,145 - $74,702
-336 Reduced 10.93%
2,737 $469,000
Q2 2022

Aug 01, 2022

BUY
$170.35 - $234.5 $7,665 - $10,552
45 Added 1.49%
3,073 $561,000
Q1 2022

May 25, 2022

BUY
$208.16 - $285.61 $331,807 - $455,262
1,594 Added 111.16%
3,028 $718,000
Q4 2021

Feb 07, 2022

BUY
$253.4 - $297.05 $363,375 - $425,969
1,434 New
1,434 $420,000

Others Institutions Holding EFX

About EQUIFAX INC


  • Ticker EFX
  • Exchange NYSE
  • Sector Industrials
  • Industry Consulting Services
  • Shares Outstandng 122,443,000
  • Market Cap $29.4B
  • 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...
More about EFX
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.