Wetherby Asset Management Inc Equifax Inc Transaction History

Wetherby Asset Management Inc

$2.08 Billion
Q2 2024

A detailed history of Wetherby Asset Management Inc transactions in Equifax Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 1,055 shares of EFX stock, worth $309,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,055

Previous 1,052 0.29%

Holding current value

$309,463

Previous $281,000 9.25%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$216.2 - $262.74 $648 - $788	3 Added 0.29%	1,055 $255,000
Q1 2024 May 15, 2024	BUY	$233.03 - $273.59 $2,563 - $3,009	11 Added 1.06%	1,052 $281,000
Q4 2023 Feb 14, 2024	SELL	$162.68 - $250.41 $48,641 - $74,872	-299 Reduced 22.31%	1,041 $257,000
Q3 2023 Nov 14, 2023	SELL	$180.36 - $237.81 $14,609 - $19,262	-81 Reduced 5.7%	1,340 $245,000
Q2 2023 Aug 14, 2023	SELL	$194.8 - $235.3 $4,285 - $5,176	-22 Reduced 1.52%	1,421 $334,000
Q1 2023 May 12, 2023	BUY	$193.14 - $230.65 $6,566 - $7,842	34 Added 2.41%	1,443 $292,000
Q4 2022 Feb 14, 2023	SELL	$150.24 - $207.1 $24,188 - $33,343	-161 Reduced 10.25%	1,409 $273,000
Q3 2022 Nov 14, 2022	SELL	$167.1 - $222.33 $12,532 - $16,674	-75 Reduced 4.56%	1,570 $269,000
Q2 2022 Aug 15, 2022	BUY	$170.35 - $234.5 $49,571 - $68,239	291 Added 21.49%	1,645 $301,000
Q1 2022 May 16, 2022	BUY	$208.16 - $285.61 $4,371 - $5,997	21 Added 1.58%	1,354 $321,000
Q4 2021 Feb 14, 2022	BUY	$253.4 - $297.05 $8,615 - $10,099	34 Added 2.62%	1,333 $390,000
Q3 2021 Nov 15, 2021	SELL	$241.17 - $278.28 $1,929 - $2,226	-8 Reduced 0.61%	1,299 $329,000
Q2 2021 Aug 16, 2021	BUY	$181.59 - $239.85 $32,323 - $42,693	178 Added 15.77%	1,307 $313,000
Q1 2021 May 14, 2021	SELL	$161.88 - $189.88 $28,329 - $33,229	-175 Reduced 13.42%	1,129 $204,000
Q4 2020 Feb 11, 2021	SELL	$136.6 - $195.17 $10,654 - $15,223	-78 Reduced 5.64%	1,304 $251,000
Q3 2020 Nov 13, 2020	BUY	$151.94 - $176.64 $16,865 - $19,607	111 Added 8.73%	1,382 $217,000
Q2 2020 Aug 14, 2020	BUY	$106.62 - $179.45 $135,514 - $228,080	1,271 New	1,271 $219,000

Others Institutions Holding EFX

# of Institutions

816

Shares Held

119M

Call Options Held

312K

Put Options Held

285K

View Full List

About EQUIFAX INC

Ticker EFX
Exchange NYSE
Sector Industrials
Industry Consulting Services
Shares Outstandng 122,443,000
Market Cap $35.9B
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...

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Wetherby Asset Management Inc Equifax Inc Transaction History