Osterweis Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Hold |
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|
2025
Q1 | $51.1K | Hold |
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|
2024
Q4 | $53.5K | Hold |
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|
2024
Q3 | $61.7K | Hold |
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|
2024
Q2 | $50.9K | Hold |
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|
2024
Q1 | $56.2K | Sell |
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|
2023
Q4 | $74.2K | Sell |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $132K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $96K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $101K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $22.2M | Buy |
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