Carnegie Investment Counsel’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Hold |
2,753
| – | – | 0.01% | 339 |
|
|
2025
Q1 | $671K | Buy |
+2,753
| New | +$671K | 0.02% | 333 |
|
|
2019
Q2 | – | Sell |
-2,277
| Closed | -$270K | – | 426 |
|
|
2019
Q1 | $270K | Hold |
2,277
| – | – | 0.02% | 359 |
|
|
2018
Q4 | $212K | Buy |
+2,277
| New | +$212K | 0.02% | 347 |
|
|
2018
Q3 | – | Sell |
-2,251
| Closed | -$292K | – | 354 |
|
|
2018
Q2 | $292K | Hold |
2,251
| – | – | 0.02% | 322 |
|
|
2018
Q1 | $258K | Hold |
2,251
| – | – | 0.02% | 324 |
|
|
2017
Q4 | $265K | Hold |
2,251
| – | – | 0.02% | 337 |
|
|
2017
Q3 | $246K | Buy |
2,251
+26
| +1% | +$2.84K | 0.03% | 316 |
|
|
2017
Q2 | $324K | Hold |
2,225
| – | – | 0.04% | 287 |
|
|
2017
Q1 | $302K | Buy |
+2,225
| New | +$302K | 0.04% | 287 |
|