Cary Street Partners Investment Advisory’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3K | Buy |
923
+14
| +2% | +$1.23K | 0.04% | 348 |
|
|
2025
Q1 | $75.4K | Buy |
909
+324
| +55% | +$26.9K | 0.04% | 324 |
|
|
2024
Q4 | $54.2K | Sell |
585
-3,744
| -86% | -$347K | 0.04% | 313 |
|
|
2024
Q3 | $453K | Buy |
4,329
+7
| +0.2% | +$733 | 0.02% | 523 |
|
|
2024
Q2 | $321K | Buy |
+4,322
| New | +$321K | 0.01% | 578 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$718 | – | 1715 |
|
|
2023
Q3 | $718 | Buy |
+10
| New | +$718 | ﹤0.01% | 1766 |
|