HB Wealth 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 | $461K | Sell |
5,240
-792
| -13% | -$69.7K | ﹤0.01% | 755 |
|
|
2025
Q1 | $501K | Buy |
6,032
+794
| +15% | +$65.9K | ﹤0.01% | 751 |
|
|
2024
Q4 | $486K | Sell |
5,238
-20
| -0.4% | -$1.85K | 0.01% | 625 |
|
|
2024
Q3 | $551K | Buy |
5,258
+212
| +4% | +$22.2K | 0.01% | 552 |
|
|
2024
Q2 | $374K | Sell |
5,046
-350
| -6% | -$26K | ﹤0.01% | 626 |
|
|
2024
Q1 | $431K | Buy |
5,396
+352
| +7% | +$28.1K | 0.01% | 545 |
|
|
2023
Q4 | $347K | Sell |
5,044
-696
| -12% | -$47.8K | 0.01% | 558 |
|
|
2023
Q3 | $412K | Buy |
5,740
+22
| +0.4% | +$1.58K | 0.01% | 484 |
|
|
2023
Q2 | $448K | Buy |
5,718
+345
| +6% | +$27K | 0.01% | 441 |
|
|
2023
Q1 | $334K | Buy |
5,373
+396
| +8% | +$24.6K | 0.01% | 504 |
|
|
2022
Q4 | $282K | Buy |
4,977
+47
| +1% | +$2.67K | 0.01% | 532 |
|
|
2022
Q3 | $293K | Sell |
4,930
-78
| -2% | -$4.64K | 0.01% | 442 |
|
|
2022
Q2 | $401K | Buy |
5,008
+96
| +2% | +$7.69K | 0.01% | 381 |
|
|
2022
Q1 | $508K | Buy |
4,912
+412
| +9% | +$42.6K | 0.01% | 346 |
|
|
2021
Q4 | $534K | Buy |
+4,500
| New | +$534K | 0.01% | 309 |
|