Montag & Caldwell’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.47M | Hold |
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|
2024
Q2 | $1.04M | Buy |
|
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $849K | Hold |
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|
2023
Q2 | $926K | Buy |
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|
2023
Q1 | $495K | Buy |
|
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $831K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $662K | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $495K | Buy |
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