Douglass Winthrop Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.98M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $842K | Sell |
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|
2020
Q4 | $945K | Hold |
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|
2020
Q3 | $769K | Hold |
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|
2020
Q2 | $842K | Hold |
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|
2020
Q1 | $585K | Hold |
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|
2019
Q4 | $687K | Sell |
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|
2019
Q3 | $737K | Hold |
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|
2019
Q2 | $708K | Hold |
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|
2019
Q1 | $620K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $209K | Sell |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $200K | Sell |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $232K | Hold |
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|
2016
Q4 | $201K | Hold |
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|
2016
Q3 | $229K | Hold |
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|
2016
Q2 | $218K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $251K | Hold |
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|
2015
Q1 | $251K | Buy |
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