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