TTWM
TCV Trust & Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
1,900
| – | – | 0.04% | 146 |
|
|
2025
Q1 | $463K | Hold |
1,900
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $484K | Buy |
1,900
+300
| +19% | +$76.5K | 0.04% | 143 |
|
|
2024
Q3 | $470K | Hold |
1,600
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $388K | Hold |
1,600
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $428K | Hold |
1,600
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $396K | Hold |
1,600
| – | – | 0.04% | 151 |
|
|
2023
Q3 | $293K | Hold |
1,600
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $376K | Hold |
1,600
| – | – | 0.04% | 149 |
|
|
2023
Q1 | $325K | Hold |
1,600
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $311K | Sell |
1,600
-19
| -1% | -$3.69K | 0.04% | 161 |
|
|
2022
Q3 | $277K | Hold |
1,619
| – | – | 0.04% | 160 |
|
|
2022
Q2 | $295K | Hold |
1,619
| – | – | 0.04% | 164 |
|
|
2022
Q1 | $384K | Hold |
1,619
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $474K | Buy |
1,619
+19
| +1% | +$5.56K | 0.05% | 145 |
|
|
2021
Q3 | $405K | Hold |
1,600
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $383K | Hold |
1,600
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $290K | Hold |
1,600
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $309K | Hold |
1,600
| – | – | 0.04% | 152 |
|
|
2020
Q3 | $251K | Hold |
1,600
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $275K | Buy |
+1,600
| New | +$275K | 0.04% | 153 |
|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$224K | – | 174 |
|
|
2019
Q4 | $224K | Hold |
1,600
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $225K | Hold |
1,600
| – | – | 0.03% | 184 |
|
|
2019
Q2 | $216K | Buy |
+1,600
| New | +$216K | 0.03% | 191 |
|
|
2019
Q1 | – | Sell |
-3,600
| Closed | -$335K | – | 204 |
|
|
2018
Q4 | $335K | Hold |
3,600
| – | – | 0.05% | 160 |
|
|
2018
Q3 | $470K | Buy |
3,600
+2,000
| +125% | +$261K | 0.06% | 144 |
|
|
2018
Q2 | $200K | Buy |
+1,600
| New | +$200K | 0.03% | 205 |
|