Williams Jones Wealth Management’s TransUnion TRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,959
Closed -$202K 610
2022
Q1
$202K Hold
1,959
﹤0.01% 490
2021
Q4
$232K Buy
1,959
+83
+4% +$9.83K ﹤0.01% 442
2021
Q3
$211K Sell
1,876
-3
-0.2% -$337 ﹤0.01% 451
2021
Q2
$206K Buy
+1,879
New +$206K ﹤0.01% 461