TFA
Toth Financial Advisory’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
84,223
+4,372
| +5% | +$385K | 0.86% | 41 |
|
|
2025
Q1 | $6.63M | Buy |
79,851
+3,455
| +5% | +$287K | 0.8% | 47 |
|
|
2024
Q4 | $7.08M | Buy |
76,396
+6,741
| +10% | +$625K | 0.83% | 43 |
|
|
2024
Q3 | $7.29M | Buy |
69,655
+1,675
| +2% | +$175K | 0.86% | 43 |
|
|
2024
Q2 | $5.04M | Buy |
67,980
+7,813
| +13% | +$579K | 0.64% | 55 |
|
|
2024
Q1 | $4.8M | Buy |
60,167
+11,467
| +24% | +$915K | 0.6% | 60 |
|
|
2023
Q4 | $3.35M | Sell |
48,700
-10,081
| -17% | -$693K | 0.45% | 73 |
|
|
2023
Q3 | $4.22M | Buy |
58,781
+5,309
| +10% | +$381K | 0.64% | 57 |
|
|
2023
Q2 | $4.19M | Buy |
53,472
+11,727
| +28% | +$919K | 0.61% | 62 |
|
|
2023
Q1 | $2.59M | Buy |
41,745
+6,092
| +17% | +$379K | 0.4% | 74 |
|
|
2022
Q4 | $2.02M | Buy |
35,653
+212
| +0.6% | +$12K | 0.33% | 84 |
|
|
2022
Q3 | $2.11M | Buy |
35,441
+12,044
| +51% | +$716K | 0.38% | 77 |
|
|
2022
Q2 | $1.87M | Sell |
23,397
-395
| -2% | -$31.6K | 0.33% | 80 |
|
|
2022
Q1 | $2.46M | Sell |
23,792
-118
| -0.5% | -$12.2K | 0.37% | 77 |
|
|
2021
Q4 | $2.84M | Buy |
23,910
+1,158
| +5% | +$137K | 0.39% | 79 |
|
|
2021
Q3 | $2.56M | Buy |
22,752
+971
| +4% | +$109K | 0.39% | 75 |
|
|
2021
Q2 | $2.39M | Buy |
21,781
+1,269
| +6% | +$139K | 0.37% | 80 |
|
|
2021
Q1 | $1.85M | Buy |
20,512
+1,806
| +10% | +$163K | 0.29% | 82 |
|
|
2020
Q4 | $1.86M | Buy |
18,706
+1,038
| +6% | +$103K | 0.32% | 80 |
|
|
2020
Q3 | $1.49M | Sell |
17,668
-692
| -4% | -$58.2K | 0.29% | 84 |
|
|
2020
Q2 | $1.6M | Buy |
18,360
+5,810
| +46% | +$506K | 0.35% | 76 |
|
|
2020
Q1 | $831K | Sell |
12,550
-5,143
| -29% | -$341K | 0.24% | 84 |
|
|
2019
Q4 | $1.52M | Buy |
17,693
+8,716
| +97% | +$746K | 0.31% | 79 |
|
|
2019
Q3 | $728K | Buy |
8,977
+1,112
| +14% | +$90.2K | 0.16% | 90 |
|
|
2019
Q2 | $578K | Buy |
+7,865
| New | +$578K | 0.13% | 98 |
|