Johnson Investment Counsel’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,451
+407
| +39% | +$106K | ﹤0.01% | 611 |
|
|
2025
Q1 | $254K | Sell |
1,044
-6
| -0.6% | -$1.46K | ﹤0.01% | 683 |
|
|
2024
Q4 | $268K | Buy |
1,050
+236
| +29% | +$60.2K | ﹤0.01% | 680 |
|
|
2024
Q3 | $239K | Buy |
+814
| New | +$239K | ﹤0.01% | 718 |
|
|
2024
Q2 | – | Sell |
-809
| Closed | -$216K | – | 774 |
|
|
2024
Q1 | $216K | Hold |
809
| – | – | ﹤0.01% | 697 |
|
|
2023
Q4 | $200K | Buy |
+809
| New | +$200K | ﹤0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-1,356
| Closed | -$264K | – | 669 |
|
|
2022
Q4 | $264K | Buy |
+1,356
| New | +$264K | ﹤0.01% | 578 |
|
|
2022
Q1 | – | Sell |
-842
| Closed | -$247K | – | 676 |
|
|
2021
Q4 | $247K | Buy |
842
+25
| +3% | +$7.33K | ﹤0.01% | 598 |
|
|
2021
Q3 | $207K | Buy |
+817
| New | +$207K | ﹤0.01% | 619 |
|
|
2018
Q4 | – | Sell |
-1,604
| Closed | -$209K | – | 613 |
|
|
2018
Q3 | $209K | Buy |
+1,604
| New | +$209K | ﹤0.01% | 592 |
|
|
2018
Q2 | – | Sell |
-3,208
| Closed | -$377K | – | 636 |
|
|
2018
Q1 | $377K | Hold |
3,208
| – | – | 0.01% | 476 |
|
|
2017
Q4 | $378K | Sell |
3,208
-613
| -16% | -$72.2K | 0.01% | 483 |
|
|
2017
Q3 | $404K | Sell |
3,821
-1,182
| -24% | -$125K | 0.01% | 457 |
|
|
2017
Q2 | $687K | Sell |
5,003
-43
| -0.9% | -$5.91K | 0.02% | 324 |
|
|
2017
Q1 | $689K | Sell |
5,046
-35
| -0.7% | -$4.78K | 0.02% | 310 |
|
|
2016
Q4 | $600K | Buy |
5,081
+20
| +0.4% | +$2.36K | 0.02% | 326 |
|
|
2016
Q3 | $681K | Buy |
5,061
+328
| +7% | +$44.1K | 0.02% | 285 |
|
|
2016
Q2 | $607K | Hold |
4,733
| – | – | 0.02% | 301 |
|
|
2016
Q1 | $540K | Buy |
4,733
+233
| +5% | +$26.6K | 0.02% | 316 |
|
|
2015
Q4 | $501K | Buy |
4,500
+1,370
| +44% | +$153K | 0.02% | 326 |
|
|
2015
Q3 | $304K | Sell |
3,130
-160
| -5% | -$15.5K | 0.01% | 430 |
|
|
2015
Q2 | $319K | Buy |
3,290
+290
| +10% | +$28.1K | 0.01% | 431 |
|
|
2015
Q1 | $279K | Sell |
3,000
-38
| -1% | -$3.53K | 0.01% | 458 |
|
|
2014
Q4 | $245K | Hold |
3,038
| – | – | 0.01% | 489 |
|
|
2014
Q3 | $227K | Hold |
3,038
| – | – | 0.01% | 506 |
|
|
2014
Q2 | $220K | Hold |
3,038
| – | – | 0.01% | 470 |
|
|
2014
Q1 | $206K | Hold |
3,038
| – | – | 0.01% | 486 |
|
|
2013
Q4 | $209K | Buy |
+3,038
| New | +$209K | 0.01% | 487 |
|