Wendell David Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,212
| Closed | -$295K | – | 149 |
|
|
2025
Q1 | $295K | Hold |
1,212
| – | – | 0.03% | 139 |
|
|
2024
Q4 | $309K | Hold |
1,212
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $356K | Hold |
1,212
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $294K | Hold |
1,212
| – | – | 0.03% | 142 |
|
|
2024
Q1 | $324K | Buy |
1,212
+12
| +1% | +$3.21K | 0.03% | 139 |
|
|
2023
Q4 | $297K | Hold |
1,200
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $220K | Sell |
1,200
-20
| -2% | -$3.67K | 0.03% | 149 |
|
|
2023
Q2 | $287K | Buy |
1,220
+20
| +2% | +$4.71K | 0.03% | 134 |
|
|
2023
Q1 | $243K | Hold |
1,200
| – | – | 0.03% | 132 |
|
|
2022
Q4 | $233K | Hold |
1,200
| – | – | 0.03% | 137 |
|
|
2022
Q3 | $206K | Hold |
1,200
| – | – | 0.03% | 141 |
|
|
2022
Q2 | $219K | Hold |
1,200
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $285K | Hold |
1,200
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $351K | Hold |
1,200
| – | – | 0.04% | 129 |
|
|
2021
Q3 | $304K | Hold |
1,200
| – | – | 0.03% | 135 |
|
|
2021
Q2 | $287K | Hold |
1,200
| – | – | 0.03% | 138 |
|
|
2021
Q1 | $217K | Hold |
1,200
| – | – | 0.03% | 146 |
|
|
2020
Q4 | $231K | Buy |
+1,200
| New | +$231K | 0.03% | 140 |
|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$206K | – | 146 |
|
|
2020
Q2 | $206K | Buy |
+1,200
| New | +$206K | 0.03% | 138 |
|