Clearstead Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Buy |
173
+13
| +8% | +$1.14K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $13.3K | Buy |
160
+8
| +5% | +$664 | ﹤0.01% | 1533 |
|
|
2024
Q4 | $14.1K | Sell |
152
-657
| -81% | -$60.9K | ﹤0.01% | 1486 |
|
|
2024
Q3 | $84.7K | Buy |
+809
| New | +$84.7K | ﹤0.01% | 1064 |
|
|
2024
Q1 | – | Sell |
-485
| Closed | -$33.3K | – | 1626 |
|
|
2023
Q4 | $33.3K | Sell |
485
-1,105
| -69% | -$75.9K | ﹤0.01% | 840 |
|
|
2023
Q3 | $114K | Buy |
1,590
+385
| +32% | +$27.6K | ﹤0.01% | 695 |
|
|
2023
Q2 | $94.4K | Buy |
1,205
+435
| +56% | +$34.1K | 0.01% | 588 |
|
|
2023
Q1 | $47.8K | Buy |
770
+654
| +564% | +$40.6K | ﹤0.01% | 671 |
|
|
2022
Q4 | $6.58K | Hold |
116
| – | – | ﹤0.01% | 954 |
|
|
2022
Q3 | $7K | Hold |
116
| – | – | ﹤0.01% | 940 |
|
|
2022
Q2 | $9K | Buy |
116
+80
| +222% | +$6.21K | ﹤0.01% | 935 |
|
|
2022
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 1121 |
|
|
2021
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 936 |
|