PFM
Parsec Financial Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-131,391
| Closed | -$18.1M | – | 233 |
|
|
2017
Q2 | $18.1M | Buy |
131,391
+3,622
| +3% | +$498K | 1.43% | 18 |
|
|
2017
Q1 | $17.5M | Buy |
127,769
+4,205
| +3% | +$575K | 1.45% | 21 |
|
|
2016
Q4 | $14.6M | Buy |
123,564
+1,542
| +1% | +$182K | 1.27% | 27 |
|
|
2016
Q3 | $16.4M | Buy |
122,022
+2,207
| +2% | +$297K | 1.49% | 20 |
|
|
2016
Q2 | $15.4M | Buy |
119,815
+1,760
| +1% | +$226K | 1.48% | 23 |
|
|
2016
Q1 | $13.5M | Buy |
118,055
+4,956
| +4% | +$566K | 1.34% | 26 |
|
|
2015
Q4 | $12.6M | Buy |
113,099
+9,990
| +10% | +$1.11M | 1.31% | 26 |
|
|
2015
Q3 | $10M | Buy |
103,109
+17,060
| +20% | +$1.66M | 1.09% | 35 |
|
|
2015
Q2 | $8.35M | Buy |
86,049
+20,240
| +31% | +$1.96M | 0.84% | 45 |
|
|
2015
Q1 | $6.12M | Buy |
65,809
+14,689
| +29% | +$1.37M | 0.62% | 58 |
|
|
2014
Q4 | $4.13M | Buy |
51,120
+33,815
| +195% | +$2.73M | 0.43% | 72 |
|
|
2014
Q3 | $1.29M | Buy |
17,305
+13,405
| +344% | +$1M | 0.14% | 97 |
|
|
2014
Q2 | $283K | Buy |
3,900
+120
| +3% | +$8.71K | 0.03% | 138 |
|
|
2014
Q1 | $257K | Buy |
+3,780
| New | +$257K | 0.03% | 139 |
|