Summit Trail 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 | $437K | Buy |
4,965
+1,695
| +52% | +$149K | 0.01% | 780 |
|
|
2025
Q1 | $271K | Buy |
3,270
+417
| +15% | +$34.6K | 0.01% | 337 |
|
|
2024
Q4 | $265K | Buy |
2,853
+870
| +44% | +$80.7K | 0.01% | 316 |
|
|
2024
Q3 | $208K | Buy |
+1,983
| New | +$208K | 0.01% | 667 |
|
|
2018
Q4 | – | Sell |
-3,352
| Closed | -$247K | – | 216 |
|
|
2018
Q3 | $247K | Buy |
3,352
+2,192
| +189% | +$162K | 0.05% | 169 |
|
|
2018
Q2 | $83K | Buy |
+1,160
| New | +$83K | 0.03% | 239 |
|
|
2018
Q1 | – | Sell |
-1,859
| Closed | -$108K | – | 1558 |
|
|
2017
Q4 | $108K | Buy |
+1,859
| New | +$108K | 0.01% | 599 |
|