Blue Zone Wealth Advisors, LLC EFX Holdings History
Blue Zone Wealth Advisors, LLC's Equifax Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 26,318.00 shares of Equifax Inc(EFX), totaling $6.41 Mil. This investment constitutes 1.78% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.02% of the outstanding Equifax Inc(EFX) stock.
The initial trade took place in 2021Q3. And since then Blue Zone Wealth Advisors, LLC has made 12 purchases of EFX, at an average price of $248.26, for a total of 27,250.00 shares. In addition, there have been 3 sales at an average price of $217.55 for 932.00 shares. Based on historical transaction data and EFX's current price of $257.39, Blue Zone Wealth Advisors, LLC's estimated gain on his EFX holdings is $211,619.21, reflecting a 3.13% gain to date.
Blue Zone Wealth Advisors, LLC EFX ($257.39) Holding Chart
Blue Zone Wealth Advisors, LLC EFX ($257.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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