Williams Jones Wealth Management’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 | $365K | Sell |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $501K | Buy |
|
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|
2024
Q2 | $413K | Buy |
|
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|
2024
Q1 | $441K | Hold |
|
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|
2023
Q4 | $408K | Sell |
|
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $335K | Hold |
|
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $504K | Hold |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $333K | Buy |
|
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $287K | Hold |
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|
2019
Q3 | $288K | Buy |
|