Rappaport Reiches Capital Management’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$437K Buy
1,793
+14
+0.8% +$3.41K 0.11% 67
2024
Q4
$453K Hold
1,779
0.12% 62
2024
Q3
$523K Sell
1,779
-12
-0.7% -$3.53K 0.14% 57
2024
Q2
$434K Buy
1,791
+5
+0.3% +$1.21K 0.13% 59
2024
Q1
$478K Buy
1,786
+1
+0.1% +$268 0.15% 64
2023
Q4
$441K Buy
1,785
+4
+0.2% +$989 0.16% 53
2023
Q3
$326K Sell
1,781
-19
-1% -$3.48K 0.14% 56
2023
Q2
$424K Hold
1,800
0.18% 52
2023
Q1
$365K Sell
1,800
-500
-22% -$101K 0.16% 56
2022
Q4
$447K Buy
2,300
+499
+28% +$97K 0.22% 49
2022
Q3
$309K Buy
1,801
+1
+0.1% +$171 0.16% 54
2022
Q2
$329K Buy
1,800
+1
+0.1% +$183 0.17% 52
2022
Q1
$427K Hold
1,799
0.23% 48
2021
Q4
$527K Hold
1,799
0.45% 31
2021
Q3
$456K Hold
1,799
0.45% 31
2021
Q2
$431K Buy
+1,799
New +$431K 0.45% 35