Shell Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
9,230
+4,968
| +117% | +$1.29M | 0.08% | 230 |
|
|
2025
Q1 | $1.04M | Sell |
4,262
-46
| -1% | -$11.2K | 0.05% | 293 |
|
|
2024
Q4 | $1.1M | Sell |
4,308
-142
| -3% | -$36.2K | 0.05% | 299 |
|
|
2024
Q3 | $1.31M | Buy |
+4,450
| New | +$1.31M | 0.06% | 264 |
|
|
2024
Q1 | $1.08M | Sell |
4,450
-3,753
| -46% | -$910K | 0.05% | 288 |
|
|
2023
Q4 | $2.03M | Sell |
8,203
-8,557
| -51% | -$2.12M | 0.09% | 219 |
|
|
2023
Q3 | $3.07M | Sell |
16,760
-288
| -2% | -$52.8K | 0.13% | 166 |
|
|
2023
Q2 | $4.01M | Buy |
17,048
+3,329
| +24% | +$783K | 0.16% | 135 |
|
|
2023
Q1 | $2.78M | Sell |
13,719
-53
| -0.4% | -$10.8K | 0.12% | 188 |
|
|
2022
Q4 | $2.68M | Sell |
13,772
-2,873
| -17% | -$558K | 0.12% | 186 |
|
|
2022
Q3 | $2.85M | Sell |
16,645
-4,163
| -20% | -$714K | 0.11% | 187 |
|
|
2022
Q2 | $3.8M | Buy |
20,808
+828
| +4% | +$151K | 0.11% | 193 |
|
|
2022
Q1 | $4.74M | Sell |
19,980
-8,104
| -29% | -$1.92M | 0.11% | 192 |
|
|
2021
Q4 | $8.22M | Buy |
28,084
+3,726
| +15% | +$1.09M | 0.17% | 129 |
|
|
2021
Q3 | $6.17M | Buy |
24,358
+1,160
| +5% | +$294K | 0.14% | 159 |
|
|
2021
Q2 | $5.56M | Sell |
23,198
-3,562
| -13% | -$853K | 0.11% | 209 |
|
|
2021
Q1 | $4.85M | Buy |
26,760
+2,460
| +10% | +$446K | 0.1% | 234 |
|
|
2020
Q4 | $4.69M | Buy |
24,300
+6,942
| +40% | +$1.34M | 0.1% | 234 |
|
|
2020
Q3 | $2.72M | Buy |
17,358
+2,231
| +15% | +$350K | 0.06% | 282 |
|
|
2020
Q2 | $2.6M | Buy |
15,127
+2,924
| +24% | +$503K | 0.06% | 275 |
|
|
2020
Q1 | $1.46M | Sell |
12,203
-3,032
| -20% | -$362K | 0.04% | 353 |
|
|
2019
Q4 | $2.14M | Buy |
15,235
+8,454
| +125% | +$1.18M | 0.05% | 349 |
|
|
2019
Q3 | $954K | Sell |
6,781
-63,259
| -90% | -$8.9M | 0.02% | 554 |
|
|
2019
Q2 | $9.47M | Sell |
70,040
-5,126
| -7% | -$693K | 0.21% | 127 |
|
|
2019
Q1 | $8.91M | Buy |
75,166
+400
| +0.5% | +$47.4K | 0.2% | 137 |
|
|
2018
Q4 | $6.96M | Buy |
74,766
+4,980
| +7% | +$464K | 0.17% | 155 |
|
|
2018
Q3 | $9.11M | Buy |
69,786
+5,955
| +9% | +$778K | 0.18% | 143 |
|
|
2018
Q2 | $7.99M | Sell |
63,831
-4,746
| -7% | -$594K | 0.16% | 160 |
|
|
2018
Q1 | $8.08M | Buy |
68,577
+60,780
| +780% | +$7.16M | 0.16% | 166 |
|
|
2017
Q4 | $919K | Buy |
7,797
+573
| +8% | +$67.5K | 0.02% | 709 |
|
|
2017
Q3 | $766K | Sell |
7,224
-2,424
| -25% | -$257K | 0.02% | 711 |
|
|
2017
Q2 | $1.33M | Sell |
9,648
-15,326
| -61% | -$2.11M | 0.03% | 509 |
|
|
2017
Q1 | $3.42M | Buy |
24,974
+887
| +4% | +$121K | 0.08% | 273 |
|
|
2016
Q4 | $2.85M | Buy |
24,087
+212
| +0.9% | +$25.1K | 0.07% | 300 |
|
|
2016
Q3 | $3.21M | Buy |
23,875
+3,191
| +15% | +$429K | 0.07% | 302 |
|
|
2016
Q2 | $2.66M | Sell |
20,684
-4,510
| -18% | -$579K | 0.06% | 316 |
|
|
2016
Q1 | $2.88M | Sell |
25,194
-500
| -2% | -$57.1K | 0.07% | 285 |
|
|
2015
Q4 | $2.86M | Sell |
25,694
-11,709
| -31% | -$1.3M | 0.07% | 280 |
|
|
2015
Q3 | $2.8M | Buy |
37,403
+13,803
| +58% | +$1.03M | 0.04% | 355 |
|
|
2015
Q2 | $2.29M | Sell |
23,600
-27,002
| -53% | -$2.62M | 0.05% | 389 |
|
|
2015
Q1 | $4.71M | Buy |
50,602
+15,151
| +43% | +$1.41M | 0.08% | 240 |
|
|
2014
Q4 | $2.87M | Sell |
35,451
-1,952
| -5% | -$158K | 0.05% | 368 |
|
|
2014
Q3 | $2.8M | Sell |
37,403
-5
| -0% | -$374 | 0.04% | 368 |
|
|
2014
Q2 | $2.71M | Buy |
37,408
+290
| +0.8% | +$21K | 0.04% | 374 |
|
|
2014
Q1 | $2.53M | Hold |
37,118
| – | – | 0.04% | 402 |
|
|
2013
Q4 | $2.56M | Buy |
37,118
+12,089
| +48% | +$835K | 0.04% | 400 |
|
|
2013
Q3 | $1.5M | Sell |
25,029
-4,846
| -16% | -$290K | 0.03% | 596 |
|
|
2013
Q2 | $1.76M | Buy |
+29,875
| New | +$1.76M | 0.03% | 507 |
|