Montag & Caldwell’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
14,008
| – | – | 0.27% | 46 |
|
|
2025
Q1 | $1.16M | Hold |
14,008
| – | – | 0.27% | 46 |
|
|
2024
Q4 | $1.3M | Sell |
14,008
-18
| -0.1% | -$1.67K | 0.28% | 39 |
|
|
2024
Q3 | $1.47M | Hold |
14,026
| – | – | 0.3% | 35 |
|
|
2024
Q2 | $1.04M | Buy |
14,026
+8,452
| +152% | +$627K | 0.21% | 48 |
|
|
2024
Q1 | $445K | Buy |
5,574
+446
| +9% | +$35.6K | 0.08% | 69 |
|
|
2023
Q4 | $352K | Sell |
5,128
-6,694
| -57% | -$460K | 0.06% | 70 |
|
|
2023
Q3 | $849K | Hold |
11,822
| – | – | 0.11% | 52 |
|
|
2023
Q2 | $926K | Buy |
11,822
+3,852
| +48% | +$302K | 0.11% | 49 |
|
|
2023
Q1 | $495K | Buy |
7,970
+91
| +1% | +$5.66K | 0.07% | 59 |
|
|
2022
Q4 | $447K | Sell |
7,879
-483
| -6% | -$27.4K | 0.06% | 65 |
|
|
2022
Q3 | $497K | Buy |
8,362
+79
| +1% | +$4.7K | 0.07% | 60 |
|
|
2022
Q2 | $663K | Buy |
8,283
+243
| +3% | +$19.5K | 0.1% | 53 |
|
|
2022
Q1 | $831K | Buy |
8,040
+1,816
| +29% | +$188K | 0.09% | 44 |
|
|
2021
Q4 | $738K | Buy |
6,224
+333
| +6% | +$39.5K | 0.07% | 47 |
|
|
2021
Q3 | $662K | Buy |
5,891
+196
| +3% | +$22K | 0.06% | 52 |
|
|
2021
Q2 | $625K | Buy |
5,695
+200
| +4% | +$21.9K | 0.06% | 52 |
|
|
2021
Q1 | $495K | Buy |
+5,495
| New | +$495K | 0.05% | 53 |
|