Brown Advisory’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
50,687
-2,790
| -5% | -$724K | 0.02% | 369 |
|
|
2025
Q1 | $13M | Sell |
53,477
-5,678
| -10% | -$1.38M | 0.02% | 363 |
|
|
2024
Q4 | $15.1M | Sell |
59,155
-2,411
| -4% | -$614K | 0.02% | 364 |
|
|
2024
Q3 | $18.1M | Sell |
61,566
-1,721
| -3% | -$506K | 0.02% | 340 |
|
|
2024
Q2 | $15.3M | Sell |
63,287
-3,228
| -5% | -$783K | 0.02% | 356 |
|
|
2024
Q1 | $17.8M | Buy |
66,515
+13,177
| +25% | +$3.53M | 0.02% | 336 |
|
|
2023
Q4 | $13.2M | Buy |
53,338
+5,617
| +12% | +$1.39M | 0.02% | 368 |
|
|
2023
Q3 | $8.74M | Sell |
47,721
-428
| -0.9% | -$78.4K | 0.01% | 403 |
|
|
2023
Q2 | $11.3M | Buy |
48,149
+9,935
| +26% | +$2.34M | 0.02% | 384 |
|
|
2023
Q1 | $7.75M | Sell |
38,214
-809
| -2% | -$164K | 0.01% | 424 |
|
|
2022
Q4 | $7.58M | Sell |
39,023
-38,566
| -50% | -$7.5M | 0.01% | 420 |
|
|
2022
Q3 | $13.3M | Sell |
77,589
-5,108
| -6% | -$876K | 0.03% | 351 |
|
|
2022
Q2 | $15.1M | Buy |
82,697
+864
| +1% | +$158K | 0.03% | 334 |
|
|
2022
Q1 | $19.4M | Sell |
81,833
-3,236
| -4% | -$767K | 0.03% | 325 |
|
|
2021
Q4 | $24.9M | Buy |
85,069
+21,833
| +35% | +$6.39M | 0.03% | 295 |
|
|
2021
Q3 | $16M | Sell |
63,236
-1,846
| -3% | -$468K | 0.02% | 325 |
|
|
2021
Q2 | $15.6M | Buy |
65,082
+48,646
| +296% | +$11.7M | 0.02% | 329 |
|
|
2021
Q1 | $2.98M | Sell |
16,436
-1,160
| -7% | -$210K | 0.01% | 544 |
|
|
2020
Q4 | $3.39M | Sell |
17,596
-258
| -1% | -$49.8K | 0.01% | 473 |
|
|
2020
Q3 | $2.8M | Buy |
17,854
+699
| +4% | +$110K | 0.01% | 473 |
|
|
2020
Q2 | $2.95M | Hold |
17,155
| – | – | 0.01% | 454 |
|
|
2020
Q1 | $2.05M | Hold |
17,155
| – | – | 0.01% | 470 |
|
|
2019
Q4 | $2.4M | Hold |
17,155
| – | – | 0.01% | 500 |
|
|
2019
Q3 | $2.41M | Hold |
17,155
| – | – | 0.01% | 493 |
|
|
2019
Q2 | $2.32M | Sell |
17,155
-264
| -2% | -$35.7K | 0.01% | 501 |
|
|
2019
Q1 | $2.06M | Buy |
17,419
+1,931
| +12% | +$229K | 0.01% | 627 |
|
|
2018
Q4 | $1.44M | Sell |
15,488
-2,416
| -13% | -$225K | ﹤0.01% | 660 |
|
|
2018
Q3 | $2.34M | Hold |
17,904
| – | – | 0.01% | 607 |
|
|
2018
Q2 | $2.24M | Hold |
17,904
| – | – | 0.01% | 596 |
|
|
2018
Q1 | $2.11M | Sell |
17,904
-544
| -3% | -$64.1K | 0.01% | 514 |
|
|
2017
Q4 | $2.18M | Buy |
18,448
+440
| +2% | +$51.9K | 0.01% | 517 |
|
|
2017
Q3 | $1.91M | Sell |
18,008
-6,019
| -25% | -$638K | 0.01% | 522 |
|
|
2017
Q2 | $3.3M | Buy |
24,027
+3,177
| +15% | +$437K | 0.01% | 471 |
|
|
2017
Q1 | $2.85M | Buy |
20,850
+246
| +1% | +$33.6K | 0.01% | 467 |
|
|
2016
Q4 | $2.44M | Buy |
20,604
+67
| +0.3% | +$7.93K | 0.01% | 482 |
|
|
2016
Q3 | $2.76M | Sell |
20,537
-46
| -0.2% | -$6.19K | 0.01% | 452 |
|
|
2016
Q2 | $2.64M | Buy |
20,583
+103
| +0.5% | +$13.2K | 0.01% | 445 |
|
|
2016
Q1 | $2.34M | Sell |
20,480
-633
| -3% | -$72.3K | 0.01% | 449 |
|
|
2015
Q4 | $2.35M | Sell |
21,113
-32
| -0.2% | -$3.57K | 0.01% | 455 |
|
|
2015
Q3 | $2.06M | Buy |
21,145
+1,384
| +7% | +$135K | 0.01% | 471 |
|
|
2015
Q2 | $1.92M | Sell |
19,761
-1,466
| -7% | -$142K | 0.01% | 463 |
|
|
2015
Q1 | $1.97M | Buy |
21,227
+11
| +0.1% | +$1.02K | 0.01% | 466 |
|
|
2014
Q4 | $1.72M | Sell |
21,216
-6
| -0% | -$485 | 0.01% | 482 |
|
|
2014
Q3 | $1.59M | Buy |
21,222
+156
| +0.7% | +$11.7K | 0.01% | 489 |
|
|
2014
Q2 | $1.53M | Sell |
21,066
-87
| -0.4% | -$6.31K | ﹤0.01% | 494 |
|
|
2014
Q1 | $1.44M | Buy |
21,153
+660
| +3% | +$44.9K | ﹤0.01% | 486 |
|
|
2013
Q4 | $1.42M | Hold |
20,493
| – | – | ﹤0.01% | 481 |
|
|
2013
Q3 | $1.23M | Buy |
20,493
+690
| +3% | +$41.3K | ﹤0.01% | 478 |
|
|
2013
Q2 | $1.17M | Buy |
+19,803
| New | +$1.17M | ﹤0.01% | 450 |
|