Williams Jones & Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $277K | Hold |
2,045
| – | – | 0.01% | 327 |
|
|
2019
Q1 | $242K | Buy |
+2,045
| New | +$242K | 0.01% | 357 |
|
|
2018
Q4 | – | Sell |
-2,795
| Closed | -$365K | – | 410 |
|
|
2018
Q3 | $365K | Buy |
2,795
+745
| +36% | +$97.3K | 0.01% | 335 |
|
|
2018
Q2 | $256K | Sell |
2,050
-250
| -11% | -$31.2K | 0.01% | 383 |
|
|
2018
Q1 | $271K | Hold |
2,300
| – | – | 0.01% | 363 |
|
|
2017
Q4 | $271K | Sell |
2,300
-200
| -8% | -$23.6K | 0.01% | 373 |
|
|
2017
Q3 | $265K | Hold |
2,500
| – | – | 0.01% | 360 |
|
|
2017
Q2 | $344K | Hold |
2,500
| – | – | 0.01% | 320 |
|
|
2017
Q1 | $342K | Hold |
2,500
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $296K | Hold |
2,500
| – | – | 0.01% | 317 |
|
|
2016
Q3 | $336K | Hold |
2,500
| – | – | 0.01% | 306 |
|
|
2016
Q2 | $321K | Sell |
2,500
-500
| -17% | -$64.2K | 0.01% | 311 |
|
|
2016
Q1 | $343K | Hold |
3,000
| – | – | 0.02% | 240 |
|
|
2015
Q4 | $334K | Hold |
3,000
| – | – | 0.02% | 254 |
|
|
2015
Q3 | $292K | Hold |
3,000
| – | – | 0.01% | 285 |
|
|
2015
Q2 | $291K | Hold |
3,000
| – | – | 0.01% | 309 |
|
|
2015
Q1 | $279K | Buy |
+3,000
| New | +$279K | 0.01% | 319 |
|