Whittier Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Sell |
|
|||||
|
2025
Q2 | $253K | Buy |
|
|||||
|
2025
Q1 | $163K | Sell |
|
|||||
|
2024
Q4 | $174K | Sell |
|
|||||
|
2024
Q3 | $204K | Buy |
|
|||||
|
2024
Q2 | $162K | Hold |
|
|||||
|
2024
Q1 | $179K | Hold |
|
|||||
|
2023
Q4 | $165K | Sell |
|
|||||
|
2023
Q3 | $129K | Buy |
|
|||||
|
2023
Q2 | $157K | Hold |
|
|||||
|
2023
Q1 | $135K | Hold |
|
|||||
|
2022
Q4 | $130K | Sell |
|
|||||
|
2022
Q3 | $115K | Sell |
|
|||||
|
2022
Q2 | $305K | Hold |
|
|||||
|
2022
Q1 | $396K | Buy |
|
|||||
|
2021
Q4 | $488K | Buy |
|
|||||
|
2021
Q3 | $307K | Sell |
|
|||||
|
2021
Q2 | $330K | Hold |
|
|||||
|
2021
Q1 | $249K | Sell |
|
|||||
|
2020
Q4 | $271K | Buy |
|
|||||
|
2020
Q3 | $194K | Hold |
|
|||||
|
2020
Q2 | $212K | Sell |
|
|||||
|
2020
Q1 | $149K | Buy |
|
|||||
|
2019
Q4 | $171K | Hold |
|
|||||
|
2019
Q3 | $172K | Buy |
|
|||||
|
2019
Q2 | $136K | Hold |
|
|||||
|
2019
Q1 | $120K | Buy |
|
|||||
|
2018
Q4 | $93K | Hold |
|
|||||
|
2018
Q3 | $131K | Hold |
|
|||||
|
2018
Q2 | $125K | Hold |
|
|||||
|
2018
Q1 | $118K | Hold |
|
|||||
|
2017
Q4 | $118K | Hold |
|
|||||
|
2017
Q3 | $106K | Hold |
|
|||||
|
2017
Q2 | $137K | Hold |
|
|||||
|
2017
Q1 | $137K | Hold |
|
|||||
|
2016
Q4 | $118K | Hold |
|
|||||
|
2016
Q3 | $135K | Hold |
|
|||||
|
2016
Q2 | $128K | Hold |
|
|||||
|
2016
Q1 | $114K | Hold |
|
|||||
|
2015
Q4 | $111K | Hold |
|
|||||
|
2015
Q3 | $97K | Hold |
|
|||||
|
2015
Q2 | $97K | Hold |
|
|||||
|
2015
Q1 | $93K | Hold |
|
|||||
|
2014
Q4 | $81K | Hold |
|
|||||
|
2014
Q3 | $75K | Hold |
|
|||||
|
2014
Q2 | $73K | Hold |
|
|||||
|
2014
Q1 | $68K | Hold |
|
|||||
|
2013
Q4 | $69K | Hold |
|
|||||
|
2013
Q3 | $60K | Hold |
|
|||||
|
2013
Q2 | $59K | Buy |
|