JFS Wealth Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1K | Sell |
58
-13
| -18% | -$1.14K | ﹤0.01% | 1079 |
|
|
2025
Q1 | $5.89K | Sell |
71
-37
| -34% | -$3.07K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $10K | Buy |
108
+51
| +89% | +$4.73K | ﹤0.01% | 849 |
|
|
2024
Q3 | $5.97K | Buy |
57
+3
| +6% | +$314 | ﹤0.01% | 1058 |
|
|
2024
Q2 | $4.01K | Hold |
54
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q1 | $4.31K | Hold |
54
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q4 | $3.71K | Sell |
54
-40
| -43% | -$2.75K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $6.75K | Buy |
94
+11
| +13% | +$790 | ﹤0.01% | 870 |
|
|
2023
Q2 | $6.5K | Hold |
83
| – | – | ﹤0.01% | 891 |
|
|
2023
Q1 | $5.16K | Buy |
83
+15
| +22% | +$932 | ﹤0.01% | 974 |
|
|
2022
Q4 | $3.86K | Buy |
68
+67
| +6,700% | +$3.8K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $0 | Sell |
1
-94
| -99% | – | ﹤0.01% | 1928 |
|
|
2022
Q2 | $8K | Buy |
95
+45
| +90% | +$3.79K | ﹤0.01% | 846 |
|
|
2022
Q1 | $5K | Buy |
50
+28
| +127% | +$2.8K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 997 |
|