Moody Aldrich Partners’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,240
| Closed | -$339K | – | 174 |
|
2022
Q2 | $339K | Sell |
4,240
-41
| -1% | -$3.28K | 0.07% | 126 |
|
2022
Q1 | $442K | Buy |
4,281
+1,046
| +32% | +$108K | 0.06% | 119 |
|
2021
Q4 | $384K | Sell |
3,235
-45
| -1% | -$5.34K | 0.05% | 130 |
|
2021
Q3 | $368K | Sell |
3,280
-4
| -0.1% | -$449 | 0.05% | 142 |
|
2021
Q2 | $361K | Sell |
3,284
-47
| -1% | -$5.17K | 0.05% | 141 |
|
2021
Q1 | $300K | Buy |
3,331
+534
| +19% | +$48.1K | 0.04% | 158 |
|
2020
Q4 | $278K | Sell |
2,797
-20
| -0.7% | -$1.99K | 0.04% | 151 |
|
2020
Q3 | $237K | Sell |
2,817
-777
| -22% | -$65.4K | 0.05% | 142 |
|
2020
Q2 | $313K | Sell |
3,594
-1,803
| -33% | -$157K | 0.07% | 137 |
|
2020
Q1 | $357K | Sell |
5,397
-8
| -0.1% | -$529 | 0.11% | 115 |
|
2019
Q4 | $463K | Buy |
5,405
+1,144
| +27% | +$98K | 0.1% | 117 |
|
2019
Q3 | $346K | Sell |
4,261
-45
| -1% | -$3.65K | 0.09% | 114 |
|
2019
Q2 | $317K | Buy |
4,306
+1,089
| +34% | +$80.2K | 0.08% | 112 |
|
2019
Q1 | $215K | Buy |
+3,217
| New | +$215K | 0.06% | 100 |
|
2018
Q4 | – | Sell |
-3,255
| Closed | -$240K | – | 110 |
|
2018
Q3 | $240K | Sell |
3,255
-175
| -5% | -$12.9K | 0.07% | 96 |
|
2018
Q2 | $246K | Buy |
+3,430
| New | +$246K | 0.09% | 91 |
|