OWA
One Wealth Advisors’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
2,443
| – | – | 0.03% | 271 |
|
|
2025
Q1 | $203K | Hold |
2,443
| – | – | 0.03% | 276 |
|
|
2024
Q4 | $226K | Hold |
2,443
| – | – | 0.03% | 222 |
|
|
2024
Q3 | $256K | Sell |
2,443
-37
| -1% | -$3.87K | 0.04% | 220 |
|
|
2024
Q2 | $210K | Buy |
+2,480
| New | +$210K | 0.04% | 222 |
|
|
2019
Q2 | – | Sell |
-321
| Closed | -$21K | – | 457 |
|
|
2019
Q1 | $21K | Buy |
+321
| New | +$21K | 0.02% | 264 |
|
|
2018
Q4 | – | Sell |
-672
| Closed | -$49K | – | 437 |
|
|
2018
Q3 | $49K | Hold |
672
| – | – | 0.04% | 272 |
|
|
2018
Q2 | $48K | Sell |
672
-16
| -2% | -$1.14K | 0.04% | 267 |
|
|
2018
Q1 | $39K | Sell |
688
-47
| -6% | -$2.66K | 0.03% | 265 |
|
|
2017
Q4 | $40K | Buy |
+735
| New | +$40K | 0.03% | 290 |
|