Chesley Taft & Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
2,721
+59
| +2% | +$15.3K | 0.03% | 233 |
|
|
2025
Q1 | $648K | Buy |
2,662
+1,217
| +84% | +$296K | 0.03% | 236 |
|
|
2024
Q4 | $368K | Buy |
+1,445
| New | +$368K | 0.02% | 274 |
|
|
2017
Q3 | – | Sell |
-9,510
| Closed | -$1.31M | – | 278 |
|
|
2017
Q2 | $1.31M | Buy |
9,510
+575
| +6% | +$79K | 0.12% | 147 |
|
|
2017
Q1 | $1.22M | Sell |
8,935
-585
| -6% | -$80K | 0.12% | 149 |
|
|
2016
Q4 | $1.13M | Sell |
9,520
-450
| -5% | -$53.2K | 0.11% | 152 |
|
|
2016
Q3 | $1.34M | Buy |
9,970
+3,335
| +50% | +$449K | 0.14% | 123 |
|
|
2016
Q2 | $852K | Buy |
+6,635
| New | +$852K | 0.09% | 163 |
|