Creative Planning’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $963K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $97K | Buy |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $17K | Sell |
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|
2016
Q3 | $19K | Buy |
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|
2016
Q2 | $17K | Sell |
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|
2016
Q1 | $22K | Hold |
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|
2015
Q4 | $22K | Sell |
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|
2015
Q3 | $25K | Buy |
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