Northwest Investment Counselors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.64M | Sell |
8,988
-135
| -1% | -$39.7K | 0.6% | 55 |
|
|
2024
Q2 | $2.21M | Buy |
9,123
+140
| +2% | +$33.9K | 0.55% | 60 |
|
|
2024
Q1 | $2.4M | Buy |
8,983
+29
| +0.3% | +$7.76K | 0.59% | 59 |
|
|
2023
Q4 | $2.21M | Buy |
8,954
+195
| +2% | +$48.2K | 0.59% | 59 |
|
|
2023
Q3 | $1.6M | Buy |
8,759
+533
| +6% | +$97.6K | 0.45% | 68 |
|
|
2023
Q2 | $1.94M | Buy |
8,226
+938
| +13% | +$221K | 0.52% | 64 |
|
|
2023
Q1 | $1.48M | Buy |
7,288
+1,306
| +22% | +$265K | 0.41% | 69 |
|
|
2022
Q4 | $1.16M | Buy |
5,982
+168
| +3% | +$32.7K | 0.34% | 79 |
|
|
2022
Q3 | $997K | Buy |
5,814
+546
| +10% | +$93.6K | 0.33% | 79 |
|
|
2022
Q2 | $963K | Buy |
5,268
+452
| +9% | +$82.6K | 0.3% | 83 |
|
|
2022
Q1 | $1.14M | Buy |
4,816
+339
| +8% | +$80.4K | 0.3% | 80 |
|
|
2021
Q4 | $1.31M | Hold |
4,477
| – | – | 0.32% | 78 |
|
|
2021
Q3 | $1.14M | Sell |
4,477
-100
| -2% | -$25.4K | 0.32% | 77 |
|
|
2021
Q2 | $1.1M | Hold |
4,577
| – | – | 0.3% | 80 |
|
|
2021
Q1 | $829K | Hold |
4,577
| – | – | 0.24% | 88 |
|
|
2020
Q4 | $883K | Hold |
4,577
| – | – | 0.27% | 84 |
|
|
2020
Q3 | $718K | Sell |
4,577
-6
| -0.1% | -$941 | 0.25% | 84 |
|
|
2020
Q2 | $788K | Sell |
4,583
-891
| -16% | -$153K | 0.3% | 77 |
|
|
2020
Q1 | $654K | Sell |
5,474
-4
| -0.1% | -$478 | 0.29% | 81 |
|
|
2019
Q4 | $768K | Sell |
5,478
-49
| -0.9% | -$6.87K | 0.27% | 93 |
|
|
2019
Q3 | $777K | Buy |
5,527
+302
| +6% | +$42.5K | 0.28% | 88 |
|
|
2019
Q2 | $707K | Hold |
5,225
| – | – | 0.26% | 91 |
|
|
2019
Q1 | $619K | Buy |
5,225
+45
| +0.9% | +$5.33K | 0.24% | 99 |
|
|
2018
Q4 | $482K | Buy |
5,180
+501
| +11% | +$46.6K | 0.21% | 106 |
|
|
2018
Q3 | $611K | Hold |
4,679
| – | – | 0.23% | 100 |
|
|
2018
Q2 | $585K | Sell |
4,679
-67
| -1% | -$8.38K | 0.24% | 97 |
|
|
2018
Q1 | $559K | Sell |
4,746
-85
| -2% | -$10K | 0.23% | 98 |
|
|
2017
Q4 | $570K | Sell |
4,831
-5
| -0.1% | -$590 | 0.23% | 100 |
|
|
2017
Q3 | $513K | Sell |
4,836
-49
| -1% | -$5.2K | 0.22% | 98 |
|
|
2017
Q2 | $671K | Buy |
4,885
+4
| +0.1% | +$549 | 0.3% | 85 |
|
|
2017
Q1 | $667K | Sell |
4,881
-49
| -1% | -$6.7K | 0.32% | 83 |
|
|
2016
Q4 | $583K | Sell |
4,930
-483
| -9% | -$57.1K | 0.3% | 90 |
|
|
2016
Q3 | $729K | Hold |
5,413
| – | – | 0.38% | 80 |
|
|
2016
Q2 | $695K | Sell |
5,413
-160
| -3% | -$20.5K | 0.38% | 78 |
|
|
2016
Q1 | $637K | Sell |
5,573
-322
| -5% | -$36.8K | 0.36% | 80 |
|
|
2015
Q4 | $656K | Sell |
5,895
-1
| -0% | -$111 | 0.4% | 77 |
|
|
2015
Q3 | $573K | Sell |
5,896
-1
| -0% | -$97 | 0.39% | 80 |
|
|
2015
Q2 | $573K | Sell |
5,897
-203
| -3% | -$19.7K | 0.35% | 79 |
|
|
2015
Q1 | $567K | Sell |
6,100
-1,083
| -15% | -$101K | 0.35% | 79 |
|
|
2014
Q4 | $581K | Sell |
7,183
-101
| -1% | -$8.17K | 0.37% | 73 |
|
|
2014
Q3 | $544K | Sell |
7,284
-72
| -1% | -$5.38K | 0.37% | 73 |
|
|
2014
Q2 | $534K | Sell |
7,356
-154
| -2% | -$11.2K | 0.36% | 73 |
|
|
2014
Q1 | $511K | Sell |
7,510
-47
| -0.6% | -$3.2K | 0.35% | 73 |
|
|
2013
Q4 | $522K | Sell |
7,557
-597
| -7% | -$41.2K | 0.36% | 72 |
|
|
2013
Q3 | $488K | Buy |
8,154
+2
| +0% | +$120 | 0.37% | 71 |
|
|
2013
Q2 | $480K | Buy |
+8,152
| New | +$480K | 0.4% | 69 |
|