Wellspring Financial Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,452
| Closed | -$203K | – | 184 |
|
|
2025
Q1 | $203K | Sell |
2,452
-253
| -9% | -$21K | 0.02% | 127 |
|
|
2024
Q4 | $251K | Hold |
2,705
| – | – | 0.03% | 115 |
|
|
2024
Q3 | $283K | Hold |
2,705
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $201K | Hold |
2,705
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $216K | Buy |
+2,705
| New | +$216K | 0.03% | 122 |
|