LWAM
Legacy Wealth Asset Management’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
7,599
-100
| -1% | -$8.8K | 0.17% | 185 |
|
|
2025
Q1 | $639K | Sell |
7,699
-87
| -1% | -$7.22K | 0.18% | 188 |
|
|
2024
Q4 | $722K | Sell |
7,786
-111
| -1% | -$10.3K | 0.2% | 153 |
|
|
2024
Q3 | $827K | Sell |
7,897
-4
| -0.1% | -$419 | 0.22% | 122 |
|
|
2024
Q2 | $586K | Buy |
7,901
+452
| +6% | +$33.5K | 0.17% | 198 |
|
|
2024
Q1 | $594K | Buy |
7,449
+25
| +0.3% | +$2K | 0.17% | 195 |
|
|
2023
Q4 | $510K | Sell |
7,424
-14
| -0.2% | -$962 | 0.17% | 221 |
|
|
2023
Q3 | $534K | Buy |
7,438
+6
| +0.1% | +$431 | 0.2% | 181 |
|
|
2023
Q2 | $582K | Buy |
7,432
+213
| +3% | +$16.7K | 0.2% | 168 |
|
|
2023
Q1 | $449K | Buy |
+7,219
| New | +$449K | 0.16% | 222 |
|