Integrated Wealth Concepts’s TransUnion TRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2025
Q1
Sell
2024
Q4
$222K Buy
2024
Q3
$230K Buy
2024
Q2
Sell
2024
Q1
$232K Sell
2023
Q4
$206K Buy
2023
Q3
$205K Hold
2023
Q2
$224K Buy
2022
Q3
Sell
2022
Q2
$219K Sell
2022
Q1
$283K Sell
2021
Q4
$338K Buy
2021
Q3
$313K Buy