RWB
RMR Wealth Builders’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
5,895
| – | – | 0.05% | 162 |
|
|
2025
Q1 | $489K | Hold |
5,895
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $547K | Hold |
5,895
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $617K | Hold |
5,895
| – | – | 0.07% | 133 |
|
|
2024
Q2 | $437K | Hold |
5,895
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $470K | Sell |
5,895
-22
| -0.4% | -$1.76K | 0.06% | 156 |
|
|
2023
Q4 | $407K | Buy |
5,917
+22
| +0.4% | +$1.51K | 0.06% | 164 |
|
|
2023
Q3 | $423K | Hold |
5,895
| – | – | 0.07% | 152 |
|
|
2023
Q2 | $462K | Buy |
5,895
+1,355
| +30% | +$106K | 0.08% | 124 |
|
|
2023
Q1 | $282K | Hold |
4,540
| – | – | 0.05% | 169 |
|
|
2022
Q4 | $258K | Hold |
4,540
| – | – | 0.06% | 158 |
|
|
2022
Q3 | $270K | Buy |
4,540
+1,593
| +54% | +$94.7K | 0.07% | 151 |
|
|
2022
Q2 | $236K | Hold |
2,947
| – | – | 0.06% | 162 |
|
|
2022
Q1 | $305K | Buy |
+2,947
| New | +$305K | 0.07% | 154 |
|
|
2021
Q4 | – | Sell |
-2,947
| Closed | -$331K | – | 196 |
|
|
2021
Q3 | $331K | Hold |
2,947
| – | – | 0.1% | 131 |
|
|
2021
Q2 | $324K | Hold |
2,947
| – | – | 0.11% | 129 |
|
|
2021
Q1 | $265K | Hold |
2,947
| – | – | 0.07% | 150 |
|
|
2020
Q4 | $292K | Hold |
2,947
| – | – | 0.14% | 112 |
|
|
2020
Q3 | $248K | Hold |
2,947
| – | – | 0.06% | 175 |
|
|
2020
Q2 | $257K | Buy |
+2,947
| New | +$257K | 0.23% | 95 |
|
|
2019
Q4 | $252K | Buy |
+2,947
| New | +$252K | 0.24% | 93 |
|