WAM
Wilson Asset Management’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
229,879
+2,821
| +1% | +$248K | 4.97% | 6 |
|
|
2025
Q1 | $18.8M | Buy |
227,058
+6,515
| +3% | +$541K | 5.04% | 5 |
|
|
2024
Q4 | $20.4M | Sell |
220,543
-11,427
| -5% | -$1.06M | 5.3% | 4 |
|
|
2024
Q3 | $24.3M | Buy |
231,970
+2,942
| +1% | +$308K | 5.89% | 3 |
|
|
2024
Q2 | $17M | Hold |
229,028
| – | – | 4.45% | 11 |
|
|
2024
Q1 | $18.3M | Sell |
229,028
-28,165
| -11% | -$2.25M | 4.72% | 8 |
|
|
2023
Q4 | $17.7M | Buy |
257,193
+59,520
| +30% | +$4.09M | 4.93% | 11 |
|
|
2023
Q3 | $14.3M | Sell |
197,673
-10,058
| -5% | -$726K | 4.1% | 13 |
|
|
2023
Q2 | $16.3M | Hold |
207,731
| – | – | 4.44% | 12 |
|
|
2023
Q1 | $12.9M | Hold |
207,731
| – | – | 3.58% | 14 |
|
|
2022
Q4 | $11.8M | Hold |
207,731
| – | – | 3.58% | 12 |
|
|
2022
Q3 | $12.4M | Hold |
207,731
| – | – | 4.16% | 11 |
|
|
2022
Q2 | $16.6M | Hold |
207,731
| – | – | 4.95% | 9 |
|
|
2022
Q1 | $21.5M | Buy |
+207,731
| New | +$21.5M | 5.35% | 7 |
|