Glassman Wealth Services Equifax Inc Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$162.68 - $250.41 $813 - $1,252	5 Added 1.61%	316 $78,000
Q3 2023 Nov 13, 2023	SELL	$180.36 - $237.81 $901 - $1,189	-5 Reduced 1.58%	311 $56,000
Q2 2023 Aug 08, 2023	BUY	$194.8 - $235.3 $1,168 - $1,411	6 Added 1.94%	316 $74,000
Q1 2023 May 04, 2023	BUY	$193.14 - $230.65 $1,931 - $2,306	10 Added 3.33%	310 $62,000
Q4 2022 Feb 06, 2023	BUY	$150.24 - $207.1 $4,206 - $5,798	28 Added 10.29%	300 $58,000
Q3 2022 Nov 09, 2022	SELL	$167.1 - $222.33 $1,002 - $1,333	-6 Reduced 2.16%	272 $47,000
Q2 2022 Aug 04, 2022	SELL	$170.35 - $234.5 $851 - $1,172	-5 Reduced 1.77%	278 $51,000
Q1 2022 Aug 23, 2022	BUY	$208.16 - $285.61 $416 - $571	2 Added 0.71%	283 $67,000
Q1 2022 Apr 14, 2022	SELL	$208.16 - $285.61 $4,163 - $5,712	-20 Reduced 6.64%	281 $67,000
Q4 2021 Feb 14, 2022	BUY	$253.4 - $297.05 $3,294 - $3,861	13 Added 4.51%	301 $88,000
Q3 2021 Nov 10, 2021	BUY	$241.17 - $278.28 $1,929 - $2,226	8 Added 2.86%	288 $73,000
Q2 2021 Aug 04, 2021	BUY	$181.59 - $239.85 $6,355 - $8,394	35 Added 14.29%	280 $67,000
Q1 2021 May 05, 2021	BUY	$161.88 - $189.88 $161 - $189	1 Added 0.41%	245 $44,000
Q4 2020 Feb 04, 2021	SELL	$136.6 - $195.17 $3,415 - $4,879	-25 Reduced 9.29%	244 $47,000
Q3 2020 Nov 09, 2020	BUY	$151.94 - $176.64 $1,975 - $2,296	13 Added 5.08%	269 $42,000
Q2 2020 Aug 06, 2020	BUY	$106.62 - $179.45 $1,066 - $1,794	10 Added 4.07%	256 $44,000
Q1 2020 May 12, 2020	BUY	$104.62 - $162.96 $1,046 - $1,629	10 Added 4.24%	246 $29,000
Q4 2019 Feb 07, 2020	BUY	$133.25 - $146.7 $399 - $440	3 Added 1.29%	236 $33,000
Q3 2019 Nov 01, 2019	SELL	$134.68 - $146.78 $4,848 - $5,284	-36 Reduced 13.38%	233 $33,000
Q1 2019 May 10, 2019	BUY	$91.34 - $118.5 $1,004 - $1,303	11 Added 4.26%	269 $32,000
Q4 2018 Feb 06, 2019	SELL	$90.0 - $132.39 $360 - $529	-4 Reduced 1.53%	258 $24,000
Q2 2018 Aug 09, 2018	SELL	$111.26 - $128.03 $222 - $256	-2 Reduced 0.76%	262 $33,000
Q1 2018 May 01, 2018	BUY	$111.5 - $127.49 $334 - $382	3 Added 1.15%	264 $31,000
Q4 2017 Feb 06, 2018	BUY	$107.2 - $119.78 $1,179 - $1,317	11 Added 4.4%	261 $31,000
Q2 2017 Aug 09, 2017	BUY	N/A	250	250 $34,000

Others Institutions Holding EFX

# of Institutions

898

Shares Held

111M

Call Options Held

298K

Put Options Held

231K

Vanguard Group Inc Valley Forge, PA

14.3M
Shares

$3.58 Billion
0.08% of portfolio
Capital International Investors Los Angeles, CA

12M
Shares

$3.01 Billion
0.7% of portfolio
Black Rock Inc. New York, NY

9.21M
Shares

$2.31 Billion
0.05% of portfolio
State Street Corp Boston, MA

4.82M
Shares

$1.21 Billion
0.06% of portfolio
Price T Rowe Associates Inc Baltimore, MD

4.35M
Shares

$1.09 Billion
0.15% of portfolio

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $30.7B
Description
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers employment, income, criminal hi...

More about EFX

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