West Oak Capital’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220 | Hold |
250
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $207 | Hold |
250
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $232K | Hold |
250
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $262 | Hold |
250
| – | – | ﹤0.01% | 206 |
|
|
2024
Q2 | $18.5K | Hold |
250
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $20K | Hold |
250
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $17K | Sell |
250
-75
| -23% | -$5.1K | 0.01% | 222 |
|
|
2023
Q3 | $23K | Hold |
325
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $25.5K | Hold |
325
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $20.2K | Buy |
325
+250
| +333% | +$15.5K | 0.01% | 200 |
|
|
2022
Q4 | $4K | Sell |
75
-750
| -91% | -$40K | ﹤0.01% | 247 |
|
|
2022
Q3 | $49K | Sell |
825
-100
| -11% | -$5.94K | 0.03% | 172 |
|
|
2022
Q2 | $74K | Sell |
925
-275
| -23% | -$22K | 0.04% | 153 |
|
|
2022
Q1 | $124K | Sell |
1,200
-50
| -4% | -$5.17K | 0.06% | 141 |
|
|
2021
Q4 | $148K | Buy |
1,250
+100
| +9% | +$11.8K | 0.05% | 140 |
|
|
2021
Q3 | $129K | Buy |
1,150
+300
| +35% | +$33.7K | 0.05% | 147 |
|
|
2021
Q2 | $93K | Hold |
850
| – | – | 0.04% | 161 |
|
|
2021
Q1 | $77K | Hold |
850
| – | – | 0.03% | 165 |
|
|
2020
Q4 | $84K | Hold |
850
| – | – | 0.04% | 156 |
|
|
2020
Q3 | $72K | Sell |
850
-250
| -23% | -$21.2K | 0.04% | 151 |
|
|
2020
Q2 | $96K | Sell |
1,100
-100
| -8% | -$8.73K | 0.05% | 135 |
|
|
2020
Q1 | $79K | Buy |
1,200
+500
| +71% | +$32.9K | 0.05% | 138 |
|
|
2019
Q4 | $60K | Hold |
700
| – | – | 0.03% | 165 |
|
|
2019
Q3 | $57K | Hold |
700
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $51K | Sell |
700
-650
| -48% | -$47.4K | 0.03% | 180 |
|
|
2019
Q1 | $90K | Hold |
1,350
| – | – | 0.06% | 142 |
|
|
2018
Q4 | $76.7K | Sell |
1,350
-350
| -21% | -$19.9K | 0.05% | 147 |
|
|
2018
Q3 | $125K | Hold |
1,700
| – | – | 0.07% | 135 |
|
|
2018
Q2 | $122K | Hold |
1,700
| – | – | 0.07% | 135 |
|
|
2018
Q1 | $96.5K | Sell |
1,700
-300
| -15% | -$17K | 0.06% | 149 |
|
|
2017
Q4 | $110K | Hold |
2,000
| – | – | 0.07% | 134 |
|
|
2017
Q3 | $94.5K | Buy |
2,000
+200
| +11% | +$9.45K | 0.06% | 154 |
|
|
2017
Q2 | $78K | Buy |
+1,800
| New | +$78K | 0.05% | 156 |
|