OneDigital Investment Advisors’s TransUnion TRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+2,309	New	+$203K	﹤0.01%	1383
2025 Q1	–	Sell	-2,579	Closed	-$239K	–	1495
2024 Q4	$239K	Sell	2,579 -836	-24%	-$77.5K	﹤0.01%	1241
2024 Q3	$358K	Buy	3,415 +450	+15%	+$47.1K	﹤0.01%	1076
2024 Q2	$220K	Buy	+2,965	New	+$220K	﹤0.01%	1243