Wedgewood Investors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Hold |
1,000
| – | – | 0.3% | 86 |
|
2025
Q1 | $244K | Sell |
1,000
-25
| -2% | -$6.09K | 0.29% | 88 |
|
2024
Q4 | $261K | Hold |
1,025
| – | – | 0.31% | 82 |
|
2024
Q3 | $301K | Sell |
1,025
-750
| -42% | -$220K | 0.33% | 79 |
|
2024
Q2 | $430K | Buy |
+1,775
| New | +$430K | 0.51% | 56 |
|
2023
Q4 | $501K | Hold |
2,025
| – | – | 0.62% | 49 |
|
2023
Q3 | $371K | Hold |
2,025
| – | – | 0.5% | 59 |
|
2023
Q2 | $476K | Hold |
2,025
| – | – | 0.61% | 54 |
|
2023
Q1 | $411K | Hold |
2,025
| – | – | 0.54% | 57 |
|
2022
Q4 | $394K | Hold |
2,025
| – | – | 0.52% | 58 |
|
2022
Q3 | $347K | Sell |
2,025
-1,000
| -33% | -$171K | 0.53% | 55 |
|
2022
Q2 | $553K | Hold |
3,025
| – | – | 0.78% | 45 |
|
2022
Q1 | $717K | Hold |
3,025
| – | – | 0.87% | 37 |
|
2021
Q4 | $886K | Hold |
3,025
| – | – | 1.04% | 31 |
|
2021
Q3 | $767K | Hold |
3,025
| – | – | 1% | 32 |
|
2021
Q2 | $725K | Hold |
3,025
| – | – | 0.91% | 35 |
|
2021
Q1 | $548K | Hold |
3,025
| – | – | 0.68% | 43 |
|
2020
Q4 | $583K | Hold |
3,025
| – | – | 0.76% | 40 |
|
2020
Q3 | $475K | Buy |
3,025
+25
| +0.8% | +$3.93K | 0.71% | 41 |
|
2020
Q2 | $516K | Hold |
3,000
| – | – | 0.83% | 36 |
|
2020
Q1 | $358K | Hold |
3,000
| – | – | 0.69% | 43 |
|
2019
Q4 | $420K | Hold |
3,000
| – | – | 0.6% | 50 |
|
2019
Q3 | $422K | Hold |
3,000
| – | – | 0.63% | 47 |
|
2019
Q2 | $406K | Hold |
3,000
| – | – | 0.58% | 50 |
|
2019
Q1 | $356K | Sell |
3,000
-25
| -0.8% | -$2.97K | 0.55% | 54 |
|
2018
Q4 | $282K | Hold |
3,025
| – | – | 0.51% | 66 |
|
2018
Q3 | $395K | Sell |
3,025
-25
| -0.8% | -$3.26K | 0.63% | 53 |
|
2018
Q2 | $382K | Hold |
3,050
| – | – | 0.65% | 51 |
|
2018
Q1 | $359K | Hold |
3,050
| – | – | 0.31% | 73 |
|
2017
Q4 | $360K | Hold |
3,050
| – | – | 0.29% | 75 |
|
2017
Q3 | $323K | Hold |
3,050
| – | – | 0.27% | 83 |
|
2017
Q2 | $419K | Hold |
3,050
| – | – | 0.36% | 61 |
|
2017
Q1 | $417K | Hold |
3,050
| – | – | 0.36% | 61 |
|
2016
Q4 | $361K | Hold |
3,050
| – | – | 0.33% | 67 |
|
2016
Q3 | $410K | Hold |
3,050
| – | – | 0.38% | 58 |
|
2016
Q2 | $392K | Sell |
3,050
-50
| -2% | -$6.43K | 0.37% | 60 |
|
2016
Q1 | $354K | Hold |
3,100
| – | – | 0.36% | 63 |
|
2015
Q4 | $345K | Hold |
3,100
| – | – | 0.35% | 66 |
|
2015
Q3 | $301K | Hold |
3,100
| – | – | 0.31% | 77 |
|
2015
Q2 | $301K | Hold |
3,100
| – | – | 0.29% | 83 |
|
2015
Q1 | $288K | Hold |
3,100
| – | – | 0.28% | 91 |
|
2014
Q4 | $251K | Hold |
3,100
| – | – | 0.25% | 93 |
|
2014
Q3 | $232K | Hold |
3,100
| – | – | 0.24% | 96 |
|
2014
Q2 | $225K | Hold |
3,100
| – | – | 0.23% | 101 |
|
2014
Q1 | $211K | Hold |
3,100
| – | – | 0.23% | 107 |
|
2013
Q4 | $214K | Buy |
+3,100
| New | +$214K | 0.24% | 104 |
|