Heritage Trust’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
3,100
| – | – | 0.03% | 266 |
|
|
2025
Q1 | $257K | Hold |
3,100
| – | – | 0.03% | 269 |
|
|
2024
Q4 | $287K | Buy |
+3,100
| New | +$287K | 0.03% | 260 |
|
|
2024
Q2 | $230K | Hold |
3,100
| – | – | 0.03% | 266 |
|
|
2024
Q1 | $247K | Hold |
3,100
| – | – | 0.03% | 259 |
|
|
2023
Q4 | $213K | Hold |
3,100
| – | – | 0.03% | 264 |
|
|
2023
Q3 | $223K | Hold |
3,100
| – | – | 0.03% | 243 |
|
|
2023
Q2 | $243K | Buy |
+3,100
| New | +$243K | 0.04% | 246 |
|