Integrated Wealth Concepts’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,390
| Closed | -$222K | – | 1826 |
|
|
2024
Q4 | $222K | Buy |
2,390
+197
| +9% | +$18.3K | ﹤0.01% | 1546 |
|
|
2024
Q3 | $230K | Buy |
+2,193
| New | +$230K | ﹤0.01% | 1497 |
|
|
2024
Q2 | – | Sell |
-2,903
| Closed | -$232K | – | 1713 |
|
|
2024
Q1 | $232K | Sell |
2,903
-98
| -3% | -$7.82K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $206K | Buy |
3,001
+143
| +5% | +$9.83K | ﹤0.01% | 1449 |
|
|
2023
Q3 | $205K | Hold |
2,858
| – | – | ﹤0.01% | 1404 |
|
|
2023
Q2 | $224K | Buy |
+2,858
| New | +$224K | ﹤0.01% | 1371 |
|
|
2022
Q3 | – | Sell |
-2,738
| Closed | -$219K | – | 1019 |
|
|
2022
Q2 | $219K | Sell |
2,738
-3
| -0.1% | -$240 | 0.01% | 869 |
|
|
2022
Q1 | $283K | Sell |
2,741
-110
| -4% | -$11.4K | 0.01% | 765 |
|
|
2021
Q4 | $338K | Buy |
2,851
+64
| +2% | +$7.59K | 0.01% | 728 |
|
|
2021
Q3 | $313K | Buy |
+2,787
| New | +$313K | 0.01% | 729 |
|