CIBC Private Wealth Group’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
2,755
-37
| -1% | -$9.6K | ﹤0.01% | 743 |
|
|
2025
Q1 | $574K | Sell |
2,792
-2,830
| -50% | -$582K | ﹤0.01% | 771 |
|
|
2024
Q4 | $1.39M | Sell |
5,622
-88,219
| -94% | -$21.9M | ﹤0.01% | 635 |
|
|
2024
Q3 | $27.6M | Buy |
93,841
+89,258
| +1,948% | +$26.2M | 0.05% | 243 |
|
|
2024
Q2 | $1.11M | Sell |
4,583
-63
| -1% | -$15.2K | ﹤0.01% | 646 |
|
|
2024
Q1 | $1.21M | Sell |
4,646
-1,455
| -24% | -$379K | ﹤0.01% | 624 |
|
|
2023
Q4 | $1.51M | Buy |
6,101
+301
| +5% | +$74.4K | ﹤0.01% | 556 |
|
|
2023
Q3 | $1.06M | Buy |
5,800
+123
| +2% | +$22.5K | ﹤0.01% | 595 |
|
|
2023
Q2 | $1.34M | Hold |
5,677
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $1.15M | Hold |
5,677
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $1.1M | Sell |
5,677
-1
| -0% | -$194 | ﹤0.01% | 514 |
|
|
2022
Q3 | $973K | Sell |
5,678
-3
| -0.1% | -$514 | ﹤0.01% | 596 |
|
|
2022
Q2 | $1.04M | Buy |
5,681
+5,501
| +3,056% | +$1.01M | ﹤0.01% | 592 |
|
|
2022
Q1 | $43K | Buy |
+180
| New | +$43K | ﹤0.01% | 1049 |
|
|
2018
Q3 | – | Sell |
-57
| Closed | -$7K | – | 1164 |
|
|
2018
Q2 | $7K | Buy |
57
+45
| +375% | +$5.53K | ﹤0.01% | 1644 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1850 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1860 |
|
|
2017
Q3 | – | Sell |
-13,336
| Closed | -$1.83M | – | 930 |
|
|
2017
Q2 | $1.83M | Buy |
+13,336
| New | +$1.83M | 0.01% | 395 |
|
|
2015
Q1 | – | Sell |
-10,144
| Closed | -$820K | – | 615 |
|
|
2014
Q4 | $820K | Hold |
10,144
| – | – | 0.01% | 486 |
|
|
2014
Q3 | $758K | Buy |
+10,144
| New | +$758K | 0.01% | 488 |
|