JP Morgan Private Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $361K | Buy |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $283K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $995K | Buy |
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|
2018
Q2 | $949K | Buy |
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|
2018
Q1 | $888K | Sell |
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|
2017
Q4 | $17.4M | Buy |
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|
2017
Q3 | $15.6M | Buy |
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|
2017
Q2 | $1.55M | Sell |
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|
2017
Q1 | $1.66M | Buy |
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|
2016
Q4 | $699K | Buy |
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|
2016
Q3 | $720K | Buy |
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|
2016
Q2 | $672K | Sell |
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|
2016
Q1 | $758K | Buy |
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|
2015
Q4 | $526K | Sell |
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|
2015
Q3 | $481K | Sell |
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|
2015
Q2 | $492K | Sell |
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|
2015
Q1 | $762K | Sell |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $2.49M | Sell |
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|
2014
Q2 | $3.52M | Sell |
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|
2014
Q1 | $4.47M | Buy |
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|
2013
Q4 | $3.57M | Buy |
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|
2013
Q3 | $2.32M | Buy |
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|
2013
Q2 | $797K | Buy |
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