Morningstar Investment Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $270K | Buy |
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|
2024
Q1 | $280K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.1M | Buy |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $3.22M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $479K | Sell |
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|
2019
Q1 | $459K | Sell |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $286K | Buy |
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