WPA
West Paces Advisors’s Equifax EFX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-70
| Closed | -$17K | – | 317 |
|
2025
Q1 | $17K | Hold |
70
| – | – | ﹤0.01% | 308 |
|
2024
Q4 | $17.8K | Sell |
70
-2
| -3% | -$510 | ﹤0.01% | 308 |
|
2024
Q3 | $21.2K | Hold |
72
| – | – | 0.01% | 302 |
|
2024
Q2 | $17.5K | Hold |
72
| – | – | ﹤0.01% | 302 |
|
2024
Q1 | $19.3K | Hold |
72
| – | – | 0.01% | 311 |
|
2023
Q4 | $17.8K | Sell |
72
-14
| -16% | -$3.46K | 0.01% | 315 |
|
2023
Q3 | $15.8K | Hold |
86
| – | – | ﹤0.01% | 313 |
|
2023
Q2 | $20.2K | Hold |
86
| – | – | 0.01% | 308 |
|
2023
Q1 | $17.4K | Hold |
86
| – | – | 0.01% | 321 |
|
2022
Q4 | $16.7K | Hold |
86
| – | – | 0.01% | 304 |
|
2022
Q3 | $14.7K | Hold |
86
| – | – | 0.01% | 305 |
|
2022
Q2 | $15.7K | Sell |
86
-4
| -4% | -$731 | 0.01% | 325 |
|
2022
Q1 | $21.3K | Buy |
90
+4
| +5% | +$948 | 0.01% | 306 |
|
2021
Q4 | $25.2K | Hold |
86
| – | – | 0.01% | 286 |
|
2021
Q3 | $21.8K | Hold |
86
| – | – | 0.01% | 279 |
|
2021
Q2 | $20.6K | Hold |
86
| – | – | 0.01% | 289 |
|
2021
Q1 | $15.6K | Hold |
86
| – | – | 0.01% | 294 |
|
2020
Q4 | $16.6K | Hold |
86
| – | – | 0.01% | 264 |
|
2020
Q3 | $13.5K | Sell |
86
-200
| -70% | -$31.4K | 0.01% | 271 |
|
2020
Q2 | $49.2K | Hold |
286
| – | – | 0.03% | 174 |
|
2020
Q1 | $34.2K | Buy |
286
+200
| +233% | +$23.9K | 0.02% | 194 |
|
2019
Q4 | $12.1K | Hold |
86
| – | – | 0.01% | 330 |
|
2019
Q3 | $12.1K | Hold |
86
| – | – | 0.01% | 307 |
|
2019
Q2 | $11.6K | Hold |
86
| – | – | 0.01% | 301 |
|
2019
Q1 | $10.2K | Hold |
86
| – | – | 0.01% | 313 |
|
2018
Q4 | $8.01K | Hold |
86
| – | – | 0.01% | 333 |
|
2018
Q3 | $11.2K | Hold |
86
| – | – | 0.01% | 313 |
|
2018
Q2 | $10.8K | Hold |
86
| – | – | 0.01% | 322 |
|
2018
Q1 | $10.1K | Sell |
86
-315
| -79% | -$37.1K | 0.01% | 316 |
|
2017
Q4 | $47.3K | Buy |
401
+153
| +62% | +$18K | 0.04% | 182 |
|
2017
Q3 | $26.3K | Buy |
248
+150
| +153% | +$15.9K | 0.02% | 238 |
|
2017
Q2 | $13.5K | Hold |
98
| – | – | 0.01% | 295 |
|
2017
Q1 | $13.4K | Hold |
98
| – | – | 0.01% | 290 |
|
2016
Q4 | $11.6K | Buy |
+98
| New | +$11.6K | 0.01% | 318 |
|