Morningstar Investment Services’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,948
| Closed | -$722K | – | 380 |
|
|
2024
Q3 | $722K | Buy |
6,948
+3,507
| +102% | +$364K | 0.01% | 237 |
|
|
2024
Q2 | $256K | Sell |
3,441
-1,175
| -25% | -$87.4K | ﹤0.01% | 336 |
|
|
2024
Q1 | $363K | Sell |
4,616
-123
| -3% | -$9.67K | ﹤0.01% | 266 |
|
|
2023
Q4 | $328K | Buy |
+4,739
| New | +$328K | ﹤0.01% | 340 |
|
|
2023
Q2 | – | Sell |
-25,893
| Closed | -$1.59M | – | 252 |
|
|
2023
Q1 | $1.59M | Buy |
25,893
+17,721
| +217% | +$1.09M | 0.02% | 158 |
|
|
2022
Q4 | $501K | Sell |
8,172
-29
| -0.4% | -$1.78K | 0.01% | 180 |
|
|
2022
Q3 | $473K | Buy |
+8,201
| New | +$473K | 0.01% | 174 |
|