Wellspring Financial Advisors’s TransUnion TRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$203K Sell
2024
Q4
$251K Hold
2024
Q3
$283K Hold
2024
Q2
$201K Hold
2024
Q1
$216K Buy