Exencial Wealth 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 | $3.45M | Sell |
39,153
-1,774
| -4% | -$156K | 0.12% | 164 |
|
|
2025
Q1 | $3.4M | Buy |
40,927
+324
| +0.8% | +$26.9K | 0.13% | 169 |
|
|
2024
Q4 | $3.76M | Sell |
40,603
-1,118
| -3% | -$104K | 0.14% | 151 |
|
|
2024
Q3 | $4.37M | Sell |
41,721
-1,421
| -3% | -$149K | 0.16% | 147 |
|
|
2024
Q2 | $3.2M | Sell |
43,142
-3,697
| -8% | -$274K | 0.12% | 163 |
|
|
2024
Q1 | $3.74M | Sell |
46,839
-719
| -2% | -$57.4K | 0.14% | 156 |
|
|
2023
Q4 | $3.27M | Buy |
47,558
+5,720
| +14% | +$393K | 0.13% | 155 |
|
|
2023
Q3 | $3M | Sell |
41,838
-2,396
| -5% | -$172K | 0.15% | 147 |
|
|
2023
Q2 | $3.46M | Buy |
44,234
+1,187
| +3% | +$93K | 0.16% | 140 |
|
|
2023
Q1 | $2.67M | Buy |
43,047
+2,378
| +6% | +$148K | 0.14% | 150 |
|
|
2022
Q4 | $2.31M | Buy |
40,669
+4,047
| +11% | +$230K | 0.12% | 166 |
|
|
2022
Q3 | $2.18M | Buy |
36,622
+13,744
| +60% | +$818K | 0.13% | 154 |
|
|
2022
Q2 | $1.83M | Buy |
22,878
+12
| +0.1% | +$960 | 0.1% | 173 |
|
|
2022
Q1 | $2.36M | Buy |
22,866
+952
| +4% | +$98.4K | 0.12% | 174 |
|
|
2021
Q4 | $2.6M | Buy |
21,914
+437
| +2% | +$51.8K | 0.13% | 171 |
|
|
2021
Q3 | $2.41M | Buy |
21,477
+4,884
| +29% | +$549K | 0.1% | 140 |
|
|
2021
Q2 | $1.82M | Sell |
16,593
-3,573
| -18% | -$392K | 0.1% | 183 |
|
|
2021
Q1 | $1.82M | Buy |
+20,166
| New | +$1.82M | 0.11% | 176 |
|