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