Vontobel Holding’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
2,411
+1,128
| +88% | +$293K | ﹤0.01% | 728 |
|
|
2025
Q1 | $312K | Sell |
1,283
-116
| -8% | -$28.3K | ﹤0.01% | 901 |
|
|
2024
Q4 | $357K | Hold |
1,399
| – | – | ﹤0.01% | 879 |
|
|
2024
Q3 | $411K | Sell |
1,399
-47
| -3% | -$13.8K | ﹤0.01% | 842 |
|
|
2024
Q2 | $351K | Sell |
1,446
-265
| -15% | -$64.3K | ﹤0.01% | 860 |
|
|
2024
Q1 | $458K | Sell |
1,711
-35
| -2% | -$9.36K | ﹤0.01% | 806 |
|
|
2023
Q4 | $432K | Sell |
1,746
-12
| -0.7% | -$2.97K | ﹤0.01% | 836 |
|
|
2023
Q3 | $322K | Hold |
1,758
| – | – | ﹤0.01% | 881 |
|
|
2023
Q2 | $414K | Hold |
1,758
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $357K | Hold |
1,758
| – | – | ﹤0.01% | 852 |
|
|
2022
Q4 | $334K | Buy |
1,758
+228
| +15% | +$43.4K | ﹤0.01% | 866 |
|
|
2022
Q3 | $255K | Sell |
1,530
-152
| -9% | -$25.3K | ﹤0.01% | 890 |
|
|
2022
Q2 | $303K | Sell |
1,682
-213
| -11% | -$38.4K | ﹤0.01% | 839 |
|
|
2022
Q1 | $454K | Sell |
1,895
-439
| -19% | -$105K | ﹤0.01% | 820 |
|
|
2021
Q4 | $680K | Hold |
2,334
| – | – | 0.01% | 736 |
|
|
2021
Q3 | $591K | Buy |
2,334
+336
| +17% | +$85.1K | 0.01% | 743 |
|
|
2021
Q2 | $478K | Buy |
1,998
+330
| +20% | +$78.9K | ﹤0.01% | 775 |
|
|
2021
Q1 | $302K | Sell |
1,668
-764
| -31% | -$138K | ﹤0.01% | 803 |
|
|
2020
Q4 | $436K | Buy |
+2,432
| New | +$436K | ﹤0.01% | 643 |
|