Apollon Wealth Management’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
7,845
+86
+1% +$17.3K 0.03% 418
2025
Q1
$1.34M Sell
7,759
-157
-2% -$27.1K 0.03% 424
2024
Q4
$1.27M Sell
7,916
-17
-0.2% -$2.73K 0.03% 442
2024
Q3
$1.35M Sell
7,933
-457
-5% -$78K 0.04% 400
2024
Q2
$1.41M Sell
8,390
-1,585
-16% -$267K 0.04% 366
2024
Q1
$1.55M Sell
9,975
-1,827
-15% -$285K 0.05% 347
2023
Q4
$1.73M Buy
+11,802
New +$1.73M 0.06% 299