Corient Private Wealth’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
6,695
+2,314
| +53% | +$204K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $364K | Buy |
4,381
+322
| +8% | +$26.7K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $376K | Sell |
4,059
-505
| -11% | -$46.8K | ﹤0.01% | 1776 |
|
|
2024
Q3 | $478K | Buy |
+4,564
| New | +$478K | ﹤0.01% | 1731 |
|
|
2024
Q2 | – | Sell |
-4,391
| Closed | -$350K | – | 2382 |
|
|
2024
Q1 | $350K | Buy |
+4,391
| New | +$350K | ﹤0.01% | 1806 |
|
|
2023
Q4 | – | Sell |
-57,457
| Closed | -$4.12M | – | 2345 |
|
|
2023
Q3 | $4.12M | Sell |
57,457
-6,542
| -10% | -$470K | 0.01% | 679 |
|
|
2023
Q2 | $5.01M | Sell |
63,999
-1,644
| -3% | -$129K | 0.01% | 635 |
|
|
2023
Q1 | $4.08M | Sell |
65,643
-30,465
| -32% | -$1.89M | 0.01% | 646 |
|
|
2022
Q4 | $5.48M | Buy |
+96,108
| New | +$5.48M | 0.02% | 472 |
|