Wendell David Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
|