Ferguson Wellman Capital Management’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 | $278K | Buy |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $240K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $206K | Hold |
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|
2017
Q1 | $205K | Buy |
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