Osborn Williams & Donohoe’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $287K | Hold |
2,400
| – | – | 0.04% | 227 |
|
|
2019
Q4 | $336K | Sell |
2,400
-100
| -4% | -$14K | 0.03% | 259 |
|
|
2019
Q3 | $352K | Hold |
2,500
| – | – | 0.04% | 256 |
|
|
2019
Q2 | $338K | Hold |
2,500
| – | – | 0.03% | 264 |
|
|
2019
Q1 | $311K | Hold |
2,500
| – | – | 0.03% | 292 |
|
|
2018
Q4 | $233K | Hold |
2,500
| – | – | 0.04% | 201 |
|
|
2018
Q3 | $326K | Hold |
2,500
| – | – | 0.05% | 202 |
|
|
2018
Q2 | $313K | Hold |
2,500
| – | – | 0.05% | 201 |
|
|
2018
Q1 | $295K | Hold |
2,500
| – | – | 0.05% | 194 |
|
|
2017
Q4 | $295K | Hold |
2,500
| – | – | 0.05% | 193 |
|
|
2017
Q3 | $265K | Hold |
2,500
| – | – | 0.05% | 190 |
|
|
2017
Q2 | $344K | Hold |
2,500
| – | – | 0.06% | 177 |
|
|
2017
Q1 | $342K | Hold |
2,500
| – | – | 0.06% | 179 |
|
|
2016
Q4 | $296K | Hold |
2,500
| – | – | 0.06% | 182 |
|
|
2016
Q3 | $336K | Hold |
2,500
| – | – | 0.06% | 178 |
|
|
2016
Q2 | $321K | Hold |
2,500
| – | – | 0.06% | 172 |
|
|
2016
Q1 | $286K | Hold |
2,500
| – | – | 0.06% | 178 |
|
|
2015
Q4 | $278K | Sell |
2,500
-100
| -4% | -$11.1K | 0.06% | 175 |
|
|
2015
Q3 | $253K | Hold |
2,600
| – | – | 0.05% | 180 |
|
|
2015
Q2 | $260K | Hold |
2,600
| – | – | 0.05% | 186 |
|
|
2015
Q1 | $242K | Hold |
2,600
| – | – | 0.05% | 206 |
|
|
2014
Q4 | $210K | Buy |
+2,600
| New | +$210K | 0.04% | 213 |
|