CWM
Cornerstone Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
8,625
-133
| -2% | -$34.5K | 0.14% | 143 |
|
|
2025
Q1 | $2.13M | Hold |
8,758
| – | – | 0.14% | 141 |
|
|
2024
Q4 | $2.23M | Hold |
8,758
| – | – | 0.15% | 135 |
|
|
2024
Q3 | $2.57M | Hold |
8,758
| – | – | 0.18% | 113 |
|
|
2024
Q2 | $2.12M | Hold |
8,758
| – | – | 0.16% | 126 |
|
|
2024
Q1 | $2.34M | Buy |
8,758
+20
| +0.2% | +$5.35K | 0.19% | 117 |
|
|
2023
Q4 | $2.16M | Sell |
8,738
-18
| -0.2% | -$4.45K | 0.19% | 116 |
|
|
2023
Q3 | $1.6M | Sell |
8,756
-141
| -2% | -$25.8K | 0.15% | 136 |
|
|
2023
Q2 | $2.09M | Sell |
8,897
-138
| -2% | -$32.5K | 0.19% | 119 |
|
|
2023
Q1 | $1.83M | Buy |
+9,035
| New | +$1.83M | 0.18% | 121 |
|
|
2022
Q3 | $1.55M | Hold |
9,035
| – | – | 0.17% | 118 |
|
|
2022
Q2 | $1.65M | Hold |
9,035
| – | – | 0.18% | 114 |
|
|
2022
Q1 | $2.14M | Buy |
9,035
+39
| +0.4% | +$9.25K | 0.21% | 99 |
|
|
2021
Q4 | $2.63M | Buy |
8,996
+18
| +0.2% | +$5.27K | 0.25% | 91 |
|
|
2021
Q3 | $2.28M | Sell |
8,978
-100
| -1% | -$25.3K | 0.24% | 98 |
|
|
2021
Q2 | $2.17M | Hold |
9,078
| – | – | 0.23% | 102 |
|
|
2021
Q1 | $1.64M | Hold |
9,078
| – | – | 0.19% | 113 |
|
|
2020
Q4 | $1.75M | Sell |
9,078
-100
| -1% | -$19.3K | 0.22% | 100 |
|
|
2020
Q3 | $1.44M | Hold |
9,178
| – | – | 0.21% | 93 |
|
|
2020
Q2 | $1.58M | Hold |
9,178
| – | – | 0.26% | 74 |
|
|
2020
Q1 | $1.1M | Hold |
9,178
| – | – | 0.21% | 93 |
|
|
2019
Q4 | $1.29M | Sell |
9,178
-497
| -5% | -$69.6K | 0.21% | 95 |
|
|
2019
Q3 | $1.36M | Buy |
9,675
+797
| +9% | +$112K | 0.24% | 84 |
|
|
2019
Q2 | $1.2M | Buy |
+8,878
| New | +$1.2M | 0.22% | 96 |
|
|
2019
Q1 | – | Sell |
-8,878
| Closed | -$827K | – | 504 |
|
|
2018
Q4 | $827K | Sell |
8,878
-1,320,034
| -99% | -$123M | 0.18% | 125 |
|
|
2018
Q3 | $11.8M | Sell |
1,328,912
-24,308
| -2% | -$217K | 0.15% | 156 |
|
|
2018
Q2 | $10.9M | Buy |
1,353,220
+1,342,333
| +12,330% | +$10.8M | 0.12% | 178 |
|
|
2018
Q1 | $1.25M | Sell |
10,887
-952
| -8% | -$109K | 0.24% | 87 |
|
|
2017
Q4 | $1.44M | Hold |
11,839
| – | – | 0.27% | 76 |
|
|
2017
Q3 | $1.33M | Sell |
11,839
-554
| -4% | -$62.1K | 0.28% | 81 |
|
|
2017
Q2 | $1.73M | Buy |
12,393
+119
| +1% | +$16.6K | 0.39% | 48 |
|
|
2017
Q1 | $1.67M | Sell |
12,274
-74
| -0.6% | -$10.1K | 0.41% | 43 |
|
|
2016
Q4 | $1.47M | Sell |
12,348
-109
| -0.9% | -$13K | 0.47% | 39 |
|
|
2016
Q3 | $1.66M | Buy |
+12,457
| New | +$1.66M | 0.61% | 26 |
|