WJWM
Williams Jones Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
1,408
-296
| -17% | -$76.8K | ﹤0.01% | 389 |
|
|
2025
Q1 | $415K | Hold |
1,704
| – | – | 0.01% | 364 |
|
|
2024
Q4 | $434K | Hold |
1,704
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $501K | Buy |
1,704
+1
| +0.1% | +$294 | 0.01% | 358 |
|
|
2024
Q2 | $413K | Buy |
1,703
+55
| +3% | +$13.3K | 0.01% | 367 |
|
|
2024
Q1 | $441K | Hold |
1,648
| – | – | 0.01% | 375 |
|
|
2023
Q4 | $408K | Sell |
1,648
-5
| -0.3% | -$1.24K | 0.01% | 376 |
|
|
2023
Q3 | $303K | Hold |
1,653
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $389K | Hold |
1,653
| – | – | 0.01% | 386 |
|
|
2023
Q1 | $335K | Hold |
1,653
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $321K | Sell |
1,653
-1
| -0.1% | -$194 | 0.01% | 434 |
|
|
2022
Q3 | $284K | Sell |
1,654
-150
| -8% | -$25.8K | ﹤0.01% | 448 |
|
|
2022
Q2 | $330K | Buy |
1,804
+184
| +11% | +$33.7K | 0.01% | 437 |
|
|
2022
Q1 | $384K | Sell |
1,620
-100
| -6% | -$23.7K | 0.01% | 390 |
|
|
2021
Q4 | $504K | Hold |
1,720
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $436K | Sell |
1,720
-201
| -10% | -$51K | 0.01% | 340 |
|
|
2021
Q2 | $460K | Sell |
1,921
-49
| -2% | -$11.7K | 0.01% | 334 |
|
|
2021
Q1 | $357K | Sell |
1,970
-150
| -7% | -$27.2K | 0.01% | 353 |
|
|
2020
Q4 | $409K | Hold |
2,120
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $333K | Buy |
2,120
+75
| +4% | +$11.8K | 0.01% | 317 |
|
|
2020
Q2 | $351K | Hold |
2,045
| – | – | 0.01% | 298 |
|
|
2020
Q1 | $244K | Hold |
2,045
| – | – | 0.01% | 316 |
|
|
2019
Q4 | $287K | Hold |
2,045
| – | – | 0.01% | 364 |
|
|
2019
Q3 | $288K | Buy |
+2,045
| New | +$288K | 0.01% | 349 |
|