Ipswich Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
964
| – | – | 0.06% | 163 |
|
|
2025
Q1 | $235K | Hold |
964
| – | – | 0.06% | 170 |
|
|
2024
Q4 | $246K | Buy |
964
+160
| +20% | +$40.8K | 0.06% | 170 |
|
|
2024
Q3 | $236K | Buy |
+804
| New | +$236K | 0.05% | 178 |
|
|
2024
Q2 | – | Sell |
-804
| Closed | -$215K | – | 190 |
|
|
2024
Q1 | $215K | Buy |
+804
| New | +$215K | 0.05% | 182 |
|
|
2022
Q1 | – | Sell |
-804
| Closed | -$235K | – | 197 |
|
|
2021
Q4 | $235K | Hold |
804
| – | – | 0.05% | 184 |
|
|
2021
Q3 | $204K | Buy |
+804
| New | +$204K | 0.05% | 190 |
|
|
2019
Q1 | – | Sell |
-804
| Closed | -$75K | – | 238 |
|
|
2018
Q4 | $75K | Buy |
+804
| New | +$75K | 0.03% | 239 |
|
|
2017
Q3 | – | Sell |
-2,069
| Closed | -$284K | – | 143 |
|
|
2017
Q2 | $284K | Hold |
2,069
| – | – | 0.13% | 114 |
|
|
2017
Q1 | $283K | Buy |
2,069
+65
| +3% | +$8.89K | 0.12% | 111 |
|
|
2016
Q4 | $237K | Hold |
2,004
| – | – | 0.11% | 116 |
|
|
2016
Q3 | $270K | Hold |
2,004
| – | – | 0.13% | 110 |
|
|
2016
Q2 | $257K | Sell |
2,004
-47
| -2% | -$6.03K | 0.13% | 112 |
|
|
2016
Q1 | $248K | Hold |
2,051
| – | – | 0.12% | 108 |
|
|
2015
Q4 | $228K | Buy |
+2,051
| New | +$228K | 0.1% | 124 |
|