Cerity Partners’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
16,970
-228
| -1% | -$20.1K | ﹤0.01% | 1342 |
|
|
2025
Q1 | $1.43M | Sell |
17,198
-17,220
| -50% | -$1.43M | ﹤0.01% | 1268 |
|
|
2024
Q4 | $3.37M | Sell |
34,418
-7,190
| -17% | -$703K | 0.01% | 875 |
|
|
2024
Q3 | $4.36M | Buy |
41,608
+35,178
| +547% | +$3.68M | 0.01% | 749 |
|
|
2024
Q2 | $477K | Sell |
6,430
-9,419
| -59% | -$699K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $1.26M | Buy |
+15,849
| New | +$1.26M | ﹤0.01% | 1168 |
|
|
2022
Q4 | – | Sell |
-3,520
| Closed | -$210K | – | 1526 |
|
|
2022
Q3 | $210K | Sell |
3,520
-5,294
| -60% | -$316K | ﹤0.01% | 1040 |
|
|
2022
Q2 | $705K | Sell |
8,814
-290
| -3% | -$23.2K | 0.01% | 640 |
|
|
2022
Q1 | $941K | Buy |
9,104
+6,002
| +193% | +$620K | 0.01% | 459 |
|
|
2021
Q4 | $371K | Buy |
3,102
+989
| +47% | +$118K | 0.01% | 705 |
|
|
2021
Q3 | $237K | Buy |
2,113
+59
| +3% | +$6.62K | 0.01% | 616 |
|
|
2021
Q2 | $226K | Buy |
+2,054
| New | +$226K | ﹤0.01% | 652 |
|
|
2021
Q1 | – | Sell |
-2,054
| Closed | -$204K | – | 741 |
|
|
2020
Q4 | $204K | Buy |
+2,054
| New | +$204K | 0.01% | 595 |
|