Michael J. Puzo’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-750
| Closed | -$220K | – | 80 |
|
2021
Q4 | $220K | Buy |
+750
| New | +$220K | 0.06% | 80 |
|
2018
Q4 | – | Sell |
-1,850
| Closed | -$242K | – | 78 |
|
2018
Q3 | $242K | Hold |
1,850
| – | – | 0.09% | 75 |
|
2018
Q2 | $231K | Sell |
1,850
-820
| -31% | -$102K | 0.1% | 75 |
|
2018
Q1 | $315K | Hold |
2,670
| – | – | 0.13% | 68 |
|
2017
Q4 | $315K | Buy |
+2,670
| New | +$315K | 0.13% | 67 |
|