Wilbanks Smith & Thomas Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $459K | Sell |
1,717
-14
| -0.8% | -$3.75K | 0.01% | 358 |
|
|
2023
Q4 | $428K | Sell |
1,731
-7
| -0.4% | -$1.73K | 0.01% | 359 |
|
|
2023
Q3 | $318K | Buy |
1,738
+13
| +0.8% | +$2.38K | 0.01% | 385 |
|
|
2023
Q2 | $406K | Hold |
1,725
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $350K | Hold |
1,725
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $335K | Sell |
1,725
-36
| -2% | -$7K | 0.01% | 376 |
|
|
2022
Q3 | $302K | Buy |
1,761
+11
| +0.6% | +$1.89K | 0.01% | 360 |
|
|
2022
Q2 | $320K | Buy |
1,750
+36
| +2% | +$6.58K | 0.01% | 368 |
|
|
2022
Q1 | $351K | Sell |
1,714
-10
| -0.6% | -$2.05K | 0.01% | 364 |
|
|
2021
Q4 | $505K | Sell |
1,724
-7
| -0.4% | -$2.05K | 0.02% | 329 |
|
|
2021
Q3 | $439K | Sell |
1,731
-10
| -0.6% | -$2.54K | 0.02% | 328 |
|
|
2021
Q2 | $417K | Sell |
1,741
-10
| -0.6% | -$2.4K | 0.02% | 341 |
|
|
2021
Q1 | $317K | Buy |
1,751
+243
| +16% | +$44K | 0.01% | 360 |
|
|
2020
Q4 | $291K | Hold |
1,508
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $237K | Hold |
1,508
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $259K | Buy |
+1,508
| New | +$259K | 0.02% | 329 |
|
|
2020
Q1 | – | Sell |
-1,458
| Closed | -$204K | – | 386 |
|
|
2019
Q4 | $204K | Hold |
1,458
| – | – | 0.01% | 396 |
|
|
2019
Q3 | $205K | Buy |
+1,458
| New | +$205K | 0.01% | 397 |
|
|
2018
Q4 | – | Sell |
-1,408
| Closed | -$184K | – | 609 |
|
|
2018
Q3 | $184K | Buy |
+1,408
| New | +$184K | 0.01% | 410 |
|
|
2017
Q3 | – | Sell |
-1,475
| Closed | -$203K | – | 341 |
|
|
2017
Q2 | $203K | Hold |
1,475
| – | – | 0.02% | 316 |
|
|
2017
Q1 | $202K | Buy |
+1,475
| New | +$202K | 0.02% | 309 |
|
|
2016
Q4 | – | Sell |
-1,559
| Closed | -$210K | – | 315 |
|
|
2016
Q3 | $210K | Sell |
1,559
-52
| -3% | -$7K | 0.02% | 264 |
|
|
2016
Q2 | $207K | Buy |
+1,611
| New | +$207K | 0.02% | 268 |
|