Douglass Winthrop Advisors’s Equifax EFX Stock Holding History

Douglass Winthrop Advisors’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$255K	–	286
2024 Q4	$255K	Hold	1,000	–	–	0.01%	267
2024 Q3	$294K	Hold	1,000	–	–	0.01%	253
2024 Q2	$242K	Hold	1,000	–	–	﹤0.01%	258
2024 Q1	$268K	Sell	1,000 -400	-29%	-$107K	0.01%	252
2023 Q4	$346K	Hold	1,400	–	–	0.01%	208
2023 Q3	$256K	Hold	1,400	–	–	0.01%	212
2023 Q2	$329K	Hold	1,400	–	–	0.01%	200
2023 Q1	$284K	Hold	1,400	–	–	0.01%	210
2022 Q4	$272K	Hold	1,400	–	–	0.01%	212
2022 Q3	$240K	Hold	1,400	–	–	0.01%	215
2022 Q2	$256K	Hold	1,400	–	–	0.01%	225
2022 Q1	$332K	Hold	1,400	–	–	0.01%	225
2021 Q4	$410K	Hold	1,400	–	–	0.01%	218
2021 Q3	$355K	Sell	1,400 -3,050	-69%	-$773K	0.01%	226
2021 Q2	$1.07M	Sell	4,450 -200	-4%	-$47.9K	0.03%	133
2021 Q1	$842K	Sell	4,650 -250	-5%	-$45.3K	0.02%	150
2020 Q4	$945K	Hold	4,900	–	–	0.03%	132
2020 Q3	$769K	Hold	4,900	–	–	0.03%	131
2020 Q2	$842K	Hold	4,900	–	–	0.03%	117
2020 Q1	$585K	Hold	4,900	–	–	0.03%	132
2019 Q4	$687K	Sell	4,900 -336	-6%	-$47.1K	0.02%	158
2019 Q3	$737K	Hold	5,236	–	–	0.03%	142
2019 Q2	$708K	Hold	5,236	–	–	0.03%	149
2019 Q1	$620K	Buy	+5,236	New	+$620K	0.03%	141
2018 Q4	–	Sell	-1,600	Closed	-$209K	–	251
2018 Q3	$209K	Sell	1,600 -100	-6%	-$13.1K	0.01%	241
2018 Q2	$213K	Hold	1,700	–	–	0.01%	272
2018 Q1	$200K	Sell	1,700 -88	-5%	-$10.4K	0.01%	265
2017 Q4	$211K	Buy	+1,788	New	+$211K	0.01%	233
2017 Q3	–	Sell	-1,700	Closed	-$234K	–	249
2017 Q2	$234K	Hold	1,700	–	–	0.01%	233
2017 Q1	$232K	Hold	1,700	–	–	0.01%	228
2016 Q4	$201K	Hold	1,700	–	–	0.01%	234
2016 Q3	$229K	Hold	1,700	–	–	0.02%	228
2016 Q2	$218K	Buy	+1,700	New	+$218K	0.02%	226
2015 Q3	–	Sell	-2,700	Closed	-$251K	–	243
2015 Q2	$251K	Hold	2,700	–	–	0.02%	225
2015 Q1	$251K	Buy	+2,700	New	+$251K	0.02%	225