Northwestern Mutual Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Sell |
3,721
-113
| -3% | -$29.3K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $934K | Buy |
3,834
+898
| +31% | +$219K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $748K | Buy |
2,936
+563
| +24% | +$143K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $697K | Buy |
2,373
+380
| +19% | +$112K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $483K | Buy |
1,993
+795
| +66% | +$193K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $320K | Sell |
1,198
-74
| -6% | -$19.8K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $314K | Buy |
1,272
+21
| +2% | +$5.19K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $229K | Buy |
1,251
+91
| +8% | +$16.7K | ﹤0.01% | 1411 |
|
|
2023
Q2 | $273K | Buy |
1,160
+125
| +12% | +$29.4K | ﹤0.01% | 1361 |
|
|
2023
Q1 | $210K | Sell |
1,035
-6
| -0.6% | -$1.22K | ﹤0.01% | 1421 |
|
|
2022
Q4 | $202K | Buy |
1,041
+57
| +6% | +$11.1K | ﹤0.01% | 1420 |
|
|
2022
Q3 | $168K | Sell |
984
-170
| -15% | -$29K | ﹤0.01% | 1447 |
|
|
2022
Q2 | $210K | Buy |
1,154
+171
| +17% | +$31.1K | ﹤0.01% | 1374 |
|
|
2022
Q1 | $233K | Buy |
983
+88
| +10% | +$20.9K | ﹤0.01% | 1367 |
|
|
2021
Q4 | $262K | Sell |
895
-111
| -11% | -$32.5K | ﹤0.01% | 1320 |
|
|
2021
Q3 | $255K | Buy |
1,006
+48
| +5% | +$12.2K | ﹤0.01% | 1257 |
|
|
2021
Q2 | $230K | Buy |
958
+54
| +6% | +$13K | ﹤0.01% | 1266 |
|
|
2021
Q1 | $163K | Buy |
904
+54
| +6% | +$9.74K | ﹤0.01% | 1306 |
|
|
2020
Q4 | $163K | Buy |
850
+17
| +2% | +$3.26K | ﹤0.01% | 1219 |
|
|
2020
Q3 | $131K | Buy |
833
+26
| +3% | +$4.09K | ﹤0.01% | 1174 |
|
|
2020
Q2 | $139K | Sell |
807
-11
| -1% | -$1.9K | ﹤0.01% | 1089 |
|
|
2020
Q1 | $98K | Buy |
818
+42
| +5% | +$5.03K | ﹤0.01% | 1121 |
|
|
2019
Q4 | $109K | Sell |
776
-131
| -14% | -$18.4K | ﹤0.01% | 1174 |
|
|
2019
Q3 | $128K | Sell |
907
-30
| -3% | -$4.23K | ﹤0.01% | 1052 |
|
|
2019
Q2 | $127K | Sell |
937
-14
| -1% | -$1.9K | ﹤0.01% | 1029 |
|
|
2019
Q1 | $113K | Sell |
951
-435
| -31% | -$51.7K | ﹤0.01% | 1048 |
|
|
2018
Q4 | $129K | Buy |
1,386
+198
| +17% | +$18.4K | ﹤0.01% | 920 |
|
|
2018
Q3 | $155K | Sell |
1,188
-164
| -12% | -$21.4K | ﹤0.01% | 887 |
|
|
2018
Q2 | $169K | Sell |
1,352
-714
| -35% | -$89.3K | ﹤0.01% | 811 |
|
|
2018
Q1 | $243K | Sell |
2,066
-157
| -7% | -$18.5K | ﹤0.01% | 690 |
|
|
2017
Q4 | $262K | Buy |
2,223
+1,312
| +144% | +$155K | ﹤0.01% | 649 |
|
|
2017
Q3 | $97K | Buy |
911
+200
| +28% | +$21.3K | ﹤0.01% | 893 |
|
|
2017
Q2 | $98K | Buy |
711
+133
| +23% | +$18.3K | ﹤0.01% | 888 |
|
|
2017
Q1 | $79K | Sell |
578
-58
| -9% | -$7.93K | ﹤0.01% | 898 |
|
|
2016
Q4 | $75K | Sell |
636
-38,405
| -98% | -$4.53M | ﹤0.01% | 905 |
|
|
2016
Q3 | $5.25M | Buy |
39,041
+3,467
| +10% | +$467K | 0.35% | 71 |
|
|
2016
Q2 | $4.57M | Buy |
35,574
+4,128
| +13% | +$530K | 0.07% | 175 |
|
|
2016
Q1 | $3.6M | Buy |
31,446
+2,061
| +7% | +$236K | 0.06% | 173 |
|
|
2015
Q4 | $3.27M | Buy |
29,385
+3,488
| +13% | +$389K | 0.07% | 179 |
|
|
2015
Q3 | $2.52M | Buy |
25,897
+25,597
| +8,532% | +$2.49M | 0.06% | 188 |
|
|
2015
Q2 | $29K | Buy |
300
+1
| +0.3% | +$97 | ﹤0.01% | 789 |
|
|
2015
Q1 | $28K | Buy |
299
+38
| +15% | +$3.56K | ﹤0.01% | 782 |
|
|
2014
Q4 | $21K | Sell |
261
-2
| -0.8% | -$161 | ﹤0.01% | 866 |
|
|
2014
Q3 | $20K | Buy |
263
+3
| +1% | +$228 | ﹤0.01% | 814 |
|
|
2014
Q2 | $19K | Buy |
260
+82
| +46% | +$5.99K | ﹤0.01% | 775 |
|
|
2014
Q1 | $12K | Sell |
178
-190
| -52% | -$12.8K | ﹤0.01% | 840 |
|
|
2013
Q4 | $25K | Buy |
368
+191
| +108% | +$13K | ﹤0.01% | 742 |
|
|
2013
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 846 |
|
|
2013
Q2 | $10K | Buy |
+177
| New | +$10K | ﹤0.01% | 838 |
|