Venturi 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
Q1 | – | Sell |
-1,737
| Closed | -$161K | – | 1722 |
|
|
2024
Q4 | $161K | Buy |
1,737
+1,495
| +618% | +$139K | 0.01% | 604 |
|
|
2024
Q3 | $25.3K | Buy |
242
+46
| +23% | +$4.82K | ﹤0.01% | 956 |
|
|
2024
Q2 | $14.5K | Buy |
196
+35
| +22% | +$2.6K | ﹤0.01% | 1015 |
|
|
2024
Q1 | $12.8K | Hold |
161
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $11.1K | Buy |
161
+6
| +4% | +$412 | ﹤0.01% | 857 |
|
|
2023
Q3 | $11.1K | Hold |
155
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $12.1K | Hold |
155
| – | – | ﹤0.01% | 627 |
|
|
2023
Q1 | $9.63K | Buy |
+155
| New | +$9.63K | ﹤0.01% | 719 |
|