Meristem Family Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $837K | Sell |
3,529
-37
| -1% | -$8.78K | 0.09% | 127 |
|
|
2021
Q4 | $1.04M | Sell |
3,566
-127
| -3% | -$37.2K | 0.09% | 126 |
|
|
2021
Q3 | $936K | Buy |
3,693
+1,048
| +40% | +$266K | 0.09% | 145 |
|
|
2021
Q2 | $634K | Hold |
2,645
| – | – | 0.1% | 147 |
|
|
2021
Q1 | $479K | Hold |
2,645
| – | – | 0.1% | 134 |
|
|
2020
Q4 | $510K | Sell |
2,645
-231
| -8% | -$44.5K | 0.11% | 118 |
|
|
2020
Q3 | $451K | Hold |
2,876
| – | – | 0.12% | 109 |
|
|
2020
Q2 | $494K | Hold |
2,876
| – | – | 0.14% | 101 |
|
|
2020
Q1 | $344K | Hold |
2,876
| – | – | 0.11% | 119 |
|
|
2019
Q4 | $403K | Hold |
2,876
| – | – | 0.1% | 121 |
|
|
2019
Q3 | $405K | Hold |
2,876
| – | – | 0.11% | 113 |
|
|
2019
Q2 | $389K | Hold |
2,876
| – | – | 0.12% | 101 |
|
|
2019
Q1 | $341K | Hold |
2,876
| – | – | 0.12% | 95 |
|
|
2018
Q4 | $268K | Hold |
2,876
| – | – | 0.1% | 102 |
|
|
2018
Q3 | $376K | Hold |
2,876
| – | – | 0.13% | 82 |
|
|
2018
Q2 | $360K | Hold |
2,876
| – | – | 0.13% | 87 |
|
|
2018
Q1 | $339K | Sell |
2,876
-18
| -0.6% | -$2.12K | 0.12% | 97 |
|
|
2017
Q4 | $341K | Hold |
2,894
| – | – | 0.12% | 83 |
|
|
2017
Q3 | $307K | Hold |
2,894
| – | – | 0.12% | 85 |
|
|
2017
Q2 | $398K | Hold |
2,894
| – | – | 0.16% | 72 |
|
|
2017
Q1 | $396K | Buy |
2,894
+18
| +0.6% | +$2.46K | 0.16% | 73 |
|
|
2016
Q4 | $340K | Hold |
2,876
| – | – | 0.14% | 80 |
|
|
2016
Q3 | $387K | Sell |
2,876
-75
| -3% | -$10.1K | 0.16% | 75 |
|
|
2016
Q2 | $379K | Hold |
2,951
| – | – | 0.17% | 72 |
|
|
2016
Q1 | $337K | Hold |
2,951
| – | – | 0.15% | 77 |
|
|
2015
Q4 | $329K | Buy |
+2,951
| New | +$329K | 0.13% | 82 |
|
|
2015
Q3 | – | Sell |
-3,188
| Closed | -$310K | – | 75 |
|
|
2015
Q2 | $310K | Hold |
3,188
| – | – | 0.14% | 80 |
|
|
2015
Q1 | $296K | Sell |
3,188
-196
| -6% | -$18.2K | 0.12% | 87 |
|
|
2014
Q4 | $274K | Sell |
3,384
-4
| -0.1% | -$324 | 0.1% | 89 |
|
|
2014
Q3 | $253K | Sell |
3,388
-416
| -11% | -$31.1K | 0.11% | 93 |
|
|
2014
Q2 | $276K | Hold |
3,804
| – | – | 0.12% | 85 |
|
|
2014
Q1 | $259K | Sell |
3,804
-705
| -16% | -$48K | 0.11% | 89 |
|
|
2013
Q4 | $312K | Hold |
4,509
| – | – | 0.13% | 86 |
|
|
2013
Q3 | $270K | Sell |
4,509
-416
| -8% | -$24.9K | 0.12% | 86 |
|
|
2013
Q2 | $290K | Buy |
+4,925
| New | +$290K | 0.13% | 78 |
|