ZAM
Zevin Asset Management’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Buy |
110,060
+1,804
| +2% | +$159K | 1.39% | 31 |
|
|
2025
Q1 | $8.98M | Sell |
108,256
-2,213
| -2% | -$184K | 1.42% | 32 |
|
|
2024
Q4 | $10.2M | Buy |
110,469
+11,286
| +11% | +$1.05M | 1.51% | 29 |
|
|
2024
Q3 | $10.4M | Buy |
99,183
+642
| +0.7% | +$67.2K | 1.61% | 28 |
|
|
2024
Q2 | $7.31M | Buy |
98,541
+2,496
| +3% | +$185K | 1.18% | 36 |
|
|
2024
Q1 | $7.66M | Buy |
96,045
+4,671
| +5% | +$373K | 1.27% | 34 |
|
|
2023
Q4 | $6.28M | Sell |
91,374
-9,733
| -10% | -$669K | 1.13% | 34 |
|
|
2023
Q3 | $7.26M | Buy |
101,107
+2,294
| +2% | +$165K | 1.46% | 29 |
|
|
2023
Q2 | $7.74M | Buy |
98,813
+2,187
| +2% | +$171K | 1.55% | 29 |
|
|
2023
Q1 | $6M | Buy |
96,626
+33,313
| +53% | +$2.07M | 1.22% | 34 |
|
|
2022
Q4 | $3.59M | Sell |
63,313
-6,236
| -9% | -$354K | 0.78% | 35 |
|
|
2022
Q3 | $4.14M | Buy |
69,549
+782
| +1% | +$46.5K | 0.98% | 32 |
|
|
2022
Q2 | $5.5M | Sell |
68,767
-5,168
| -7% | -$413K | 1.24% | 31 |
|
|
2022
Q1 | $7.64M | Sell |
73,935
-1,591
| -2% | -$164K | 1.46% | 29 |
|
|
2021
Q4 | $8.96M | Buy |
+75,526
| New | +$8.96M | 1.61% | 24 |
|