OCM
Osterweis Capital Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Hold |
210
| – | – | ﹤0.01% | 205 |
|
|
2025
Q1 | $51.1K | Hold |
210
| – | – | ﹤0.01% | 153 |
|
|
2024
Q4 | $53.5K | Hold |
210
| – | – | ﹤0.01% | 171 |
|
|
2024
Q3 | $61.7K | Hold |
210
| – | – | ﹤0.01% | 168 |
|
|
2024
Q2 | $50.9K | Hold |
210
| – | – | ﹤0.01% | 176 |
|
|
2024
Q1 | $56.2K | Sell |
210
-90
| -30% | -$24.1K | ﹤0.01% | 167 |
|
|
2023
Q4 | $74.2K | Sell |
300
-260
| -46% | -$64.3K | ﹤0.01% | 154 |
|
|
2023
Q3 | $103K | Hold |
560
| – | – | 0.01% | 149 |
|
|
2023
Q2 | $132K | Hold |
560
| – | – | 0.01% | 147 |
|
|
2023
Q1 | $114K | Hold |
560
| – | – | 0.01% | 150 |
|
|
2022
Q4 | $109K | Hold |
560
| – | – | 0.01% | 151 |
|
|
2022
Q3 | $96K | Buy |
+560
| New | +$96K | 0.01% | 146 |
|
|
2021
Q2 | – | Sell |
-560
| Closed | -$101K | – | 143 |
|
|
2021
Q1 | $101K | Buy |
+560
| New | +$101K | 0.01% | 134 |
|
|
2017
Q4 | – | Sell |
-209,025
| Closed | -$22.2M | – | 103 |
|
|
2017
Q3 | $22.2M | Buy |
+209,025
| New | +$22.2M | 1.66% | 31 |
|