Gilbert & Cook’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,059
| Closed | -$220K | – | 228 |
|
|
2023
Q3 | $220K | Buy |
3,059
+285
| +10% | +$20.5K | 0.03% | 206 |
|
|
2023
Q2 | $217K | Buy |
+2,774
| New | +$217K | 0.03% | 208 |
|
|
2022
Q3 | – | Sell |
-2,556
| Closed | -$204K | – | 222 |
|
|
2022
Q2 | $204K | Buy |
2,556
+262
| +11% | +$20.9K | 0.04% | 191 |
|
|
2022
Q1 | $237K | Sell |
2,294
-22
| -0.9% | -$2.27K | 0.04% | 193 |
|
|
2021
Q4 | $275K | Buy |
2,316
+28
| +1% | +$3.33K | 0.04% | 190 |
|
|
2021
Q3 | $257K | Buy |
2,288
+49
| +2% | +$5.5K | 0.05% | 182 |
|
|
2021
Q2 | $246K | Buy |
+2,239
| New | +$246K | 0.04% | 189 |
|
|
2021
Q1 | – | Sell |
-2,067
| Closed | -$204K | – | 208 |
|
|
2020
Q4 | $204K | Buy |
+2,067
| New | +$204K | 0.04% | 182 |
|