Forum Financial Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
4,198
+399
| +11% | +$35.1K | 0.01% | 544 |
|
|
2025
Q1 | $315K | Sell |
3,799
-49
| -1% | -$4.07K | 0.01% | 569 |
|
|
2024
Q4 | $357K | Buy |
3,848
+665
| +21% | +$61.7K | 0.01% | 519 |
|
|
2024
Q3 | $333K | Buy |
3,183
+1
| +0% | +$105 | 0.01% | 467 |
|
|
2024
Q2 | $236K | Buy |
3,182
+3
| +0.1% | +$222 | ﹤0.01% | 587 |
|
|
2024
Q1 | $254K | Hold |
3,179
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $218K | Buy |
3,179
+220
| +7% | +$15.1K | ﹤0.01% | 603 |
|
|
2023
Q3 | $212K | Hold |
2,959
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $232K | Buy |
+2,959
| New | +$232K | 0.01% | 546 |
|
|
2022
Q2 | – | Sell |
-2,779
| Closed | -$287K | – | 654 |
|
|
2022
Q1 | $287K | Hold |
2,779
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $330K | Buy |
+2,779
| New | +$330K | 0.02% | 372 |
|