Roundview Capital’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
2,639
-5,241
| -67% | -$461K | 0.02% | 305 |
|
|
2025
Q1 | $654K | Sell |
7,880
-1,221
| -13% | -$101K | 0.05% | 236 |
|
|
2024
Q4 | $844K | Hold |
9,101
| – | – | 0.06% | 226 |
|
|
2024
Q3 | $953K | Hold |
9,101
| – | – | 0.07% | 220 |
|
|
2024
Q2 | $675K | Sell |
9,101
-382
| -4% | -$28.3K | 0.05% | 237 |
|
|
2024
Q1 | $757K | Sell |
9,483
-162
| -2% | -$12.9K | 0.06% | 229 |
|
|
2023
Q4 | $663K | Sell |
9,645
-3,278
| -25% | -$225K | 0.06% | 224 |
|
|
2023
Q3 | $928K | Sell |
12,923
-1,514
| -10% | -$109K | 0.09% | 200 |
|
|
2023
Q2 | $1.13M | Sell |
14,437
-571
| -4% | -$44.7K | 0.11% | 178 |
|
|
2023
Q1 | $933K | Buy |
15,008
+2,098
| +16% | +$130K | 0.1% | 194 |
|
|
2022
Q4 | $733K | Sell |
12,910
-4,988
| -28% | -$283K | 0.08% | 207 |
|
|
2022
Q3 | $1.07M | Sell |
17,898
-1,575
| -8% | -$93.7K | 0.13% | 152 |
|
|
2022
Q2 | $1.56M | Sell |
19,473
-1,476
| -7% | -$118K | 0.19% | 131 |
|
|
2022
Q1 | $2.17M | Buy |
20,949
+272
| +1% | +$28.1K | 0.22% | 112 |
|
|
2021
Q4 | $2.45M | Buy |
20,677
+182
| +0.9% | +$21.6K | 0.24% | 103 |
|
|
2021
Q3 | $2.3M | Buy |
20,495
+800
| +4% | +$89.9K | 0.25% | 103 |
|
|
2021
Q2 | $2.16M | Buy |
19,695
+747
| +4% | +$82K | 0.24% | 109 |
|
|
2021
Q1 | $1.71M | Buy |
18,948
+506
| +3% | +$45.5K | 0.21% | 121 |
|
|
2020
Q4 | $1.83M | Buy |
18,442
+167
| +0.9% | +$16.6K | 0.25% | 99 |
|
|
2020
Q3 | $1.54M | Buy |
18,275
+363
| +2% | +$30.5K | 0.24% | 100 |
|
|
2020
Q2 | $1.56M | Buy |
17,912
+6,462
| +56% | +$562K | 0.26% | 100 |
|
|
2020
Q1 | $758K | Buy |
11,450
+4,588
| +67% | +$304K | 0.16% | 151 |
|
|
2019
Q4 | $587K | Buy |
6,862
+39
| +0.6% | +$3.34K | 0.11% | 173 |
|
|
2019
Q3 | $553K | Buy |
6,823
+180
| +3% | +$14.6K | 0.12% | 171 |
|
|
2019
Q2 | $488K | Buy |
6,643
+150
| +2% | +$11K | 0.11% | 173 |
|
|
2019
Q1 | $434K | Buy |
6,493
+20
| +0.3% | +$1.34K | 0.1% | 168 |
|
|
2018
Q4 | $368K | Buy |
6,473
+2,503
| +63% | +$142K | 0.1% | 158 |
|
|
2018
Q3 | $292K | Buy |
3,970
+50
| +1% | +$3.68K | 0.07% | 195 |
|
|
2018
Q2 | $281K | Hold |
3,920
| – | – | 0.07% | 198 |
|
|
2018
Q1 | $223K | Buy |
+3,920
| New | +$223K | 0.06% | 200 |
|