Joel Isaacson & Co’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$273K Buy
2017
Q1
Sell
2016
Q4
$6K Buy
2016
Q2
Sell
2016
Q1
$136K Hold
2015
Q4
$133K Hold
2015
Q3
$116K Hold
2015
Q2
$116K Hold
2015
Q1
$111K Hold
2014
Q4
$96K Hold
2014
Q3
$89K Hold
2014
Q2
$86K Buy