Caldwell Trust’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
2,000
|
|
||||
|
2025
Q1 | $166K | Hold |
2,000
|
|
||||
|
2024
Q4 | $185K | Hold |
2,000
|
|
||||
|
2024
Q3 | $209K | Hold |
2,000
|
|
||||
|
2024
Q2 | $148K | Hold |
2,000
|
|
||||
|
2024
Q1 | $160K | Hold |
2,000
|
|
||||
|
2023
Q4 | $137K | Hold |
2,000
|
|
||||
|
2023
Q3 | $144K | Hold |
2,000
|
|
||||
|
2023
Q2 | $157K | Hold |
2,000
|
|
||||
|
2023
Q1 | $124K | Hold |
2,000
|
|
||||
|
2022
Q4 | $114K | Hold |
2,000
|
|
||||
|
2022
Q3 | $119K | Hold |
2,000
|
|
||||
|
2022
Q2 | $160K | Hold |
2,000
|
|
||||
|
2022
Q1 | $207K | Hold |
2,000
|
|
||||
|
2021
Q4 | $237K | Sell |
2,000
-465
|
|
||||
|
2021
Q3 | $277K | Hold |
2,465
|
|
||||
|
2021
Q2 | $271K | Sell |
2,465
-410
|
|
||||
|
2021
Q1 | $259K | Hold |
2,875
|
|
||||
|
2020
Q4 | $285K | Hold |
2,875
|
|
||||
|
2020
Q3 | $242K | Hold |
2,875
|
|
||||
|
2020
Q2 | $250K | Hold |
2,875
|
|
||||
|
2020
Q1 | $190K | Hold |
2,875
|
|
||||
|
2019
Q4 | $246K | Buy |
+2,875
|
|