Glassman Wealth Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-316
| Closed | -$78.1K | – | 692 |
|
|
2023
Q4 | $78.1K | Buy |
316
+5
| +2% | +$1.01K | 0.01% | 345 |
|
|
2023
Q3 | $57K | Sell |
311
-5
| -2% | -$1.02K | 0.01% | 395 |
|
|
2023
Q2 | $74.4K | Buy |
316
+6
| +2% | +$1.26K | 0.01% | 317 |
|
|
2023
Q1 | $62.9K | Buy |
310
+10
| +3% | +$2.08K | 0.01% | 356 |
|
|
2022
Q4 | $58.3K | Buy |
300
+28
| +10% | +$5.12K | 0.01% | 386 |
|
|
2022
Q3 | $47K | Sell |
272
-6
| -2% | -$1.18K | 0.01% | 402 |
|
|
2022
Q2 | $51K | Sell |
278
-5
| -2% | -$1K | 0.01% | 388 |
|
|
2022
Q1 | $67K | Sell |
283
-18
| -6% | -$4.24K | 0.01% | 336 |
|
|
2021
Q4 | $88K | Buy |
301
+13
| +5% | +$3.62K | 0.02% | 261 |
|
|
2021
Q3 | $73K | Buy |
288
+8
| +3% | +$2.08K | 0.02% | 288 |
|
|
2021
Q2 | $67K | Buy |
280
+35
| +14% | +$7.82K | 0.01% | 295 |
|
|
2021
Q1 | $44K | Buy |
245
+1
| +0.4% | +$177 | 0.01% | 349 |
|
|
2020
Q4 | $47K | Sell |
244
-25
| -9% | -$4.2K | 0.01% | 347 |
|
|
2020
Q3 | $42K | Buy |
269
+13
| +5% | +$2.13K | 0.01% | 327 |
|
|
2020
Q2 | $44K | Buy |
256
+10
| +4% | +$1.48K | 0.01% | 264 |
|
|
2020
Q1 | $29K | Buy |
246
+10
| +4% | +$1.45K | 0.01% | 295 |
|
|
2019
Q4 | $33K | Buy |
236
+3
| +1% | +$416 | 0.01% | 309 |
|
|
2019
Q3 | $33K | Sell |
233
-36
| -13% | -$5.07K | 0.01% | 295 |
|
|
2019
Q2 | $36K | Hold |
269
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $32K | Buy |
269
+11
| +4% | +$1.17K | 0.01% | 295 |
|
|
2018
Q4 | $24K | Sell |
258
-4
| -2% | -$426 | 0.01% | 271 |
|
|
2018
Q3 | $34K | Hold |
262
| – | – | 0.02% | 254 |
|
|
2018
Q2 | $33K | Sell |
262
-2
| -0.8% | -$237 | 0.02% | 235 |
|
|
2018
Q1 | $31K | Buy |
264
+3
| +1% | +$360 | 0.02% | 226 |
|
|
2017
Q4 | $31K | Buy |
261
+11
| +4% | +$1.24K | 0.02% | 203 |
|
|
2017
Q3 | $26K | Hold |
250
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $34K | Hold |
250
| – | – | 0.02% | 180 |
|
|
2017
Q1 | $34K | Hold |
250
| – | – | 0.02% | 195 |
|
|
2016
Q4 | $30K | Hold |
250
| – | – | 0.02% | 214 |
|
|
2016
Q3 | $34K | Hold |
250
| – | – | 0.03% | 175 |
|
|
2016
Q2 | $32K | Hold |
250
| – | – | 0.03% | 171 |
|
|
2016
Q1 | $29K | Hold |
250
| – | – | 0.03% | 175 |
|
|
2015
Q4 | $28K | Hold |
250
| – | – | 0.03% | 188 |
|
|
2015
Q3 | $24K | Hold |
250
| – | – | 0.02% | 199 |
|
|
2015
Q2 | $24K | Sell |
250
-250
| -50% | -$24.4K | 0.02% | 210 |
|
|
2015
Q1 | $47K | Hold |
500
| – | – | 0.04% | 151 |
|
|
2014
Q4 | $40K | Buy |
+500
| New | +$38.7K | 0.03% | 176 |
|
Other funds holding EFX
GIM
