Valmark Advisers’s Transcat TRNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
5,000
| – | – | 0.01% | 467 |
|
|
2025
Q1 | $372K | Hold |
5,000
| – | – | 0.01% | 476 |
|
|
2024
Q4 | $529K | Hold |
5,000
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $604K | Hold |
5,000
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $598K | Hold |
5,000
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $557K | Hold |
5,000
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $547K | Buy |
+5,000
| New | +$547K | 0.01% | 337 |
|