Spire Wealth Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.4K | Sell |
936
-866
| -48% | -$76.2K | ﹤0.01% | 1042 |
|
2025
Q1 | $150K | Sell |
1,802
-23
| -1% | -$1.91K | ﹤0.01% | 900 |
|
2024
Q4 | $169K | Buy |
1,825
+15
| +0.8% | +$1.39K | 0.01% | 869 |
|
2024
Q3 | $190K | Sell |
1,810
-27
| -1% | -$2.83K | 0.01% | 739 |
|
2024
Q2 | $136K | Sell |
1,837
-162
| -8% | -$12K | ﹤0.01% | 820 |
|
2024
Q1 | $160K | Sell |
1,999
-235
| -11% | -$18.8K | ﹤0.01% | 837 |
|
2023
Q4 | $154K | Sell |
2,234
-56
| -2% | -$3.86K | 0.01% | 840 |
|
2023
Q3 | $164K | Sell |
2,290
-101
| -4% | -$7.25K | 0.01% | 771 |
|
2023
Q2 | $187K | Sell |
2,391
-72
| -3% | -$5.64K | 0.01% | 740 |
|
2023
Q1 | $153K | Buy |
2,463
+246
| +11% | +$15.3K | 0.01% | 814 |
|
2022
Q4 | $126K | Sell |
2,217
-367
| -14% | -$20.9K | 0.01% | 669 |
|
2022
Q3 | $154K | Sell |
2,584
-133
| -5% | -$7.93K | 0.01% | 593 |
|
2022
Q2 | $217K | Buy |
2,717
+165
| +6% | +$13.2K | 0.01% | 733 |
|
2022
Q1 | $264K | Sell |
2,552
-485
| -16% | -$50.2K | 0.01% | 774 |
|
2021
Q4 | $360K | Buy |
3,037
+385
| +15% | +$45.6K | 0.01% | 824 |
|
2021
Q3 | $298K | Buy |
2,652
+200
| +8% | +$22.5K | 0.01% | 758 |
|
2021
Q2 | $269K | Sell |
2,452
-415
| -14% | -$45.5K | 0.01% | 820 |
|
2021
Q1 | $259K | Buy |
+2,867
| New | +$259K | 0.01% | 950 |
|