Triad Wealth Partners’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
3,780
+329
| +10% | +$29K | 0.07% | 201 |
|
|
2025
Q1 | $286K | Buy |
3,451
+99
| +3% | +$8.22K | 0.09% | 169 |
|
|
2024
Q4 | $311K | Buy |
+3,352
| New | +$311K | 0.11% | 132 |
|
|
2024
Q3 | – | Sell |
-17
| Closed | -$1.26K | – | 836 |
|
|
2024
Q2 | $1.26K | Buy |
+17
| New | +$1.26K | ﹤0.01% | 847 |
|