J.P. Morgan Private Wealth Advisors’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $725K | Buy |
10,096
+2,507
| +33% | +$180K | ﹤0.01% | 1098 |
|
|
2023
Q2 | $594K | Sell |
7,589
-1,432
| -16% | -$112K | ﹤0.01% | 964 |
|
|
2023
Q1 | $561K | Buy |
9,021
+1,654
| +22% | +$103K | ﹤0.01% | 1430 |
|
|
2022
Q4 | $418K | Sell |
7,367
-1,072
| -13% | -$60.8K | ﹤0.01% | 1542 |
|
|
2022
Q3 | $502K | Sell |
8,439
-7,221
| -46% | -$430K | ﹤0.01% | 1453 |
|
|
2022
Q2 | $1.25M | Buy |
15,660
+5,090
| +48% | +$407K | ﹤0.01% | 1022 |
|
|
2022
Q1 | $1.09M | Buy |
10,570
+342
| +3% | +$35.3K | ﹤0.01% | 1182 |
|
|
2021
Q4 | $1.21M | Buy |
10,228
+600
| +6% | +$71.2K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $1.08M | Buy |
9,628
+78
| +0.8% | +$8.76K | ﹤0.01% | 1177 |
|
|
2021
Q2 | $1.05M | Buy |
9,550
+23
| +0.2% | +$2.53K | ﹤0.01% | 1174 |
|
|
2021
Q1 | $857K | Sell |
9,527
-2,846
| -23% | -$256K | ﹤0.01% | 1110 |
|
|
2020
Q4 | $1.23M | Buy |
12,373
+942
| +8% | +$93.5K | ﹤0.01% | 927 |
|
|
2020
Q3 | $962K | Sell |
11,431
-757
| -6% | -$63.7K | ﹤0.01% | 899 |
|
|
2020
Q2 | $1.06M | Buy |
12,188
+3,673
| +43% | +$320K | ﹤0.01% | 788 |
|
|
2020
Q1 | $564K | Sell |
8,515
-1,831
| -18% | -$121K | ﹤0.01% | 895 |
|
|
2019
Q4 | $886K | Buy |
10,346
+1,038
| +11% | +$88.9K | ﹤0.01% | 840 |
|
|
2019
Q3 | $755K | Buy |
9,308
+2,597
| +39% | +$211K | ﹤0.01% | 859 |
|
|
2019
Q2 | $493K | Buy |
6,711
+159
| +2% | +$11.7K | ﹤0.01% | 992 |
|
|
2019
Q1 | $438K | Buy |
6,552
+696
| +12% | +$46.5K | ﹤0.01% | 1075 |
|
|
2018
Q4 | $333K | Buy |
5,856
+387
| +7% | +$22K | ﹤0.01% | 1116 |
|
|
2018
Q3 | $402K | Buy |
5,469
+272
| +5% | +$20K | ﹤0.01% | 1166 |
|
|
2018
Q2 | $372K | Buy |
+5,197
| New | +$372K | ﹤0.01% | 1123 |
|