West Oak Capital’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-250
| Closed | -$220 | – | 307 |
|
|
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% | -$4.57K | 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% | +$16.4K | 0.01% | 200 |
|
|
2022
Q4 | $4K | Sell |
75
-750
| -91% | -$44K | ﹤0.01% | 247 |
|
|
2022
Q3 | $49K | Sell |
825
-100
| -11% | -$7.69K | 0.03% | 172 |
|
|
2022
Q2 | $74K | Sell |
925
-275
| -23% | -$23.7K | 0.04% | 153 |
|
|
2022
Q1 | $124K | Sell |
1,200
-50
| -4% | -$5.07K | 0.06% | 141 |
|
|
2021
Q4 | $148K | Buy |
1,250
+100
| +9% | +$11.5K | 0.05% | 140 |
|
|
2021
Q3 | $129K | Buy |
1,150
+300
| +35% | +$35.3K | 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% | -$21.6K | 0.04% | 151 |
|
|
2020
Q2 | $96K | Sell |
1,100
-100
| -8% | -$7.98K | 0.05% | 135 |
|
|
2020
Q1 | $79K | Buy |
1,200
+500
| +71% | +$43.2K | 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% | -$44.5K | 0.03% | 180 |
|
|
2019
Q1 | $90K | Hold |
1,350
| – | – | 0.06% | 142 |
|
|
2018
Q4 | $76.7K | Sell |
1,350
-350
| -21% | -$22.4K | 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% | -$17.3K | 0.06% | 149 |
|
|
2017
Q4 | $110K | Hold |
2,000
| – | – | 0.07% | 134 |
|
|
2017
Q3 | $94.5K | Buy |
2,000
+200
| +11% | +$9.15K | 0.06% | 154 |
|
|
2017
Q2 | $78K | Buy |
+1,800
| New | +$74.6K | 0.05% | 156 |
|
Other funds holding TRU
MG
FCM
West Oak Capital's TRU Position: Q3 2025 in Review
West Oak Capital sold out of TransUnion (TRU) in Q3 2025, closing a stake of 250 shares — an estimated $220 sold.
West Oak Capital first reported a position in TRU in Q2 2017 and held it in 33 quarters. The position peaked at $232K in Q4 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.
- West Oak Capital reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
- West Oak Capital sold 250 TransUnion shares in Q3 2025, an estimated $220.
- West Oak Capital first reported a position in TransUnion in Q2 2017 and held it in 33 quarters.
- West Oak Capital's TransUnion position peaked at $232K in Q4 2024.
- 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.