WDA
EFX icon

Wendell David Associates’s Equifax EFX Stock Holding History

Wendell David Associates’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$3.05K 0.03% 139
2023
Q4 		$297K Hold
1,200
– – 0.03% 142
2023
Q3 		$220K Sell
1,200
-20
-2% -$4.08K 0.03% 149
2023
Q2 		$287K Buy
1,220
+20
+2% +$4.21K 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 +$202K 0.03% 140
2020
Q3 		– Sell
-1,200
Closed -$206K – 146
2020
Q2 		$206K Buy
+1,200
New +$178K 0.03% 138

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