Whittier Trust’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.13K | Hold |
81
| – | – | ﹤0.01% | 1290 |
|
2025
Q1 | $6.72K | Hold |
81
| – | – | ﹤0.01% | 1276 |
|
2024
Q4 | $7.51K | Hold |
81
| – | – | ﹤0.01% | 1292 |
|
2024
Q3 | $8.48K | Sell |
81
-169
| -68% | -$17.7K | ﹤0.01% | 1291 |
|
2024
Q2 | $18.5K | Buy |
250
+169
| +209% | +$12.5K | ﹤0.01% | 1105 |
|
2024
Q1 | $6.46K | Hold |
81
| – | – | ﹤0.01% | 1326 |
|
2023
Q4 | $5.56K | Sell |
81
-2
| -2% | -$137 | ﹤0.01% | 1315 |
|
2023
Q3 | $5.96K | Buy |
83
+2
| +2% | +$144 | ﹤0.01% | 1346 |
|
2023
Q2 | $6.34K | Hold |
81
| – | – | ﹤0.01% | 1335 |
|
2023
Q1 | $5.03K | Hold |
81
| – | – | ﹤0.01% | 1391 |
|
2022
Q4 | $4.6K | Sell |
81
-489
| -86% | -$27.7K | ﹤0.01% | 1395 |
|
2022
Q3 | $34K | Sell |
570
-90
| -14% | -$5.37K | ﹤0.01% | 1050 |
|
2022
Q2 | $53K | Buy |
660
+72
| +12% | +$5.78K | ﹤0.01% | 947 |
|
2022
Q1 | $61K | Buy |
588
+55
| +10% | +$5.71K | ﹤0.01% | 927 |
|
2021
Q4 | $63K | Hold |
533
| – | – | ﹤0.01% | 928 |
|
2021
Q3 | $60K | Buy |
533
+22
| +4% | +$2.48K | ﹤0.01% | 891 |
|
2021
Q2 | $56K | Sell |
511
-35
| -6% | -$3.84K | ﹤0.01% | 931 |
|
2021
Q1 | $49K | Buy |
546
+116
| +27% | +$10.4K | ﹤0.01% | 938 |
|
2020
Q4 | $43K | Buy |
+430
| New | +$43K | ﹤0.01% | 884 |
|
2020
Q2 | – | Sell |
-9
| Closed | -$1K | – | 1511 |
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1432 |
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1473 |
|