Creative Planning’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
16,372
-293
| -2% | -$25.8K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $1.38M | Buy |
16,665
+6,281
| +60% | +$521K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $963K | Sell |
10,384
-894
| -8% | -$82.9K | ﹤0.01% | 1667 |
|
|
2024
Q3 | $1.18M | Buy |
11,278
+3,436
| +44% | +$360K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $582K | Buy |
7,842
+975
| +14% | +$72.3K | ﹤0.01% | 1823 |
|
|
2024
Q1 | $548K | Buy |
6,867
+2,813
| +69% | +$224K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $279K | Sell |
4,054
-20,114
| -83% | -$1.38M | ﹤0.01% | 2139 |
|
|
2023
Q3 | $1.74M | Buy |
24,168
+18,678
| +340% | +$1.34M | ﹤0.01% | 917 |
|
|
2023
Q2 | $430K | Buy |
5,490
+1,659
| +43% | +$130K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $238K | Buy |
+3,831
| New | +$238K | ﹤0.01% | 1986 |
|
|
2022
Q1 | – | Sell |
-1,702
| Closed | -$202K | – | 2364 |
|
|
2021
Q4 | $202K | Buy |
+1,702
| New | +$202K | ﹤0.01% | 1865 |
|
|
2017
Q3 | – | Sell |
-2,229
| Closed | -$97K | – | 3468 |
|
|
2017
Q2 | $97K | Buy |
2,229
+1,829
| +457% | +$79.6K | ﹤0.01% | 2007 |
|
|
2017
Q1 | $15K | Sell |
400
-145
| -27% | -$5.44K | ﹤0.01% | 3310 |
|
|
2016
Q4 | $17K | Sell |
545
-15
| -3% | -$468 | ﹤0.01% | 3145 |
|
|
2016
Q3 | $19K | Buy |
560
+60
| +12% | +$2.04K | ﹤0.01% | 3064 |
|
|
2016
Q2 | $17K | Sell |
500
-300
| -38% | -$10.2K | ﹤0.01% | 2886 |
|
|
2016
Q1 | $22K | Hold |
800
| – | – | ﹤0.01% | 2683 |
|
|
2015
Q4 | $22K | Sell |
800
-200
| -20% | -$5.5K | ﹤0.01% | 2747 |
|
|
2015
Q3 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 2548 |
|