Avior Wealth Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
6,010
+653
| +12% | +$57.5K | 0.02% | 416 |
|
|
2025
Q1 | $445K | Sell |
5,357
-2
| -0% | -$166 | 0.02% | 436 |
|
|
2024
Q4 | $497K | Buy |
5,359
+458
| +9% | +$42.5K | 0.02% | 448 |
|
|
2024
Q3 | $513K | Buy |
+4,901
| New | +$513K | 0.02% | 443 |
|
|
2024
Q2 | – | Sell |
-146
| Closed | -$11.7K | – | 3626 |
|
|
2024
Q1 | $11.7K | Sell |
146
-4,007
| -96% | -$320K | ﹤0.01% | 1812 |
|
|
2023
Q4 | $285K | Sell |
4,153
-2,577
| -38% | -$177K | 0.02% | 461 |
|
|
2023
Q3 | $483K | Buy |
6,730
+189
| +3% | +$13.6K | 0.03% | 339 |
|
|
2023
Q2 | $512K | Sell |
6,541
-675
| -9% | -$52.9K | 0.03% | 330 |
|
|
2023
Q1 | $448K | Buy |
7,216
+1,018
| +16% | +$63.3K | 0.03% | 379 |
|
|
2022
Q4 | $352K | Hold |
6,198
| – | – | 0.03% | 378 |
|
|
2022
Q3 | $368K | Buy |
6,198
+137
| +2% | +$8.13K | 0.03% | 340 |
|
|
2022
Q2 | $484K | Hold |
6,061
| – | – | 0.05% | 257 |
|
|
2022
Q1 | $626K | Sell |
6,061
-744
| -11% | -$76.8K | 0.05% | 243 |
|
|
2021
Q4 | $806K | Hold |
6,805
| – | – | 0.07% | 235 |
|
|
2021
Q3 | $764K | Hold |
6,805
| – | – | 0.06% | 232 |
|
|
2021
Q2 | $747K | Sell |
6,805
-1,025
| -13% | -$113K | 0.08% | 218 |
|
|
2021
Q1 | $704K | Buy |
7,830
+1,200
| +18% | +$108K | 0.08% | 225 |
|
|
2020
Q4 | $657K | Buy |
6,630
+1,860
| +39% | +$184K | 0.08% | 207 |
|
|
2020
Q3 | $401K | Buy |
4,770
+300
| +7% | +$25.2K | 0.06% | 283 |
|
|
2020
Q2 | $389K | Buy |
4,470
+560
| +14% | +$48.7K | 0.06% | 285 |
|
|
2020
Q1 | $258K | Hold |
3,910
| – | – | 0.05% | 296 |
|
|
2019
Q4 | $334K | Hold |
3,910
| – | – | 0.05% | 303 |
|
|
2019
Q3 | $317K | Hold |
3,910
| – | – | 0.06% | 288 |
|
|
2019
Q2 | $287K | Hold |
3,910
| – | – | 0.05% | 305 |
|
|
2019
Q1 | $261K | Buy |
3,910
+1,820
| +87% | +$121K | 0.06% | 307 |
|
|
2018
Q4 | $118K | Sell |
2,090
-380
| -15% | -$21.5K | 0.03% | 412 |
|
|
2018
Q3 | $182K | Sell |
2,470
-770
| -24% | -$56.7K | 0.04% | 366 |
|
|
2018
Q2 | $232K | Hold |
3,240
| – | – | 0.05% | 296 |
|
|
2018
Q1 | $184K | Sell |
3,240
-660
| -17% | -$37.5K | 0.04% | 337 |
|
|
2017
Q4 | $214K | Buy |
+3,900
| New | +$214K | 0.05% | 314 |
|