Baird Financial Group’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.64M | Buy |
39,846
+13,864
| +53% | +$1.46M | 0.01% | 838 |
|
|
2025
Q4 | $3.48M | Sell |
25,982
-17,066
| -40% | -$2.47M | 0.01% | 852 |
|
|
2025
Q3 | $6.79M | Buy |
43,048
+4,111
| +11% | +$767K | 0.01% | 646 |
|
|
2025
Q2 | $7.95M | Buy |
38,937
+34,310
| +742% | +$6.53M | 0.01% | 575 |
|
|
2025
Q1 | $812K | Sell |
4,627
-39
| -0.8% | -$6.73K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $760K | Sell |
4,666
-11
| -0.2% | -$1.85K | ﹤0.01% | 1259 |
|
|
2024
Q3 | $810K | Buy |
4,677
+11
| +0.2% | +$1.86K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $799K | Sell |
4,666
-663
| -12% | -$110K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $844K | Buy |
5,329
+94
| +2% | +$14.6K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $777K | Buy |
5,235
+543
| +12% | +$73.3K | ﹤0.01% | 1207 |
|
|
2023
Q3 | $583K | Sell |
4,692
-364
| -7% | -$48K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $693K | Sell |
5,056
-21
| -0.4% | -$2.82K | ﹤0.01% | 1232 |
|
|
2023
Q1 | $696K | Sell |
5,077
-625
| -11% | -$79.7K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $685K | Sell |
5,702
-704
| -11% | -$81.1K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $692K | Hold |
6,406
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q2 | $703K | Sell |
6,406
-265
| -4% | -$28.1K | ﹤0.01% | 1219 |
|
|
2022
Q1 | $765K | Sell |
6,671
-425
| -6% | -$47.4K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $894K | Sell |
7,096
-768
| -10% | -$95.6K | ﹤0.01% | 1242 |
|
|
2021
Q3 | $916K | Hold |
7,864
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q2 | $823K | Sell |
7,864
-4
| -0.1% | -$401 | ﹤0.01% | 1254 |
|
|
2021
Q1 | $726K | Sell |
7,868
-434
| -5% | -$38.6K | ﹤0.01% | 1244 |
|
|
2020
Q4 | $717K | Sell |
8,302
-165
| -2% | -$14.1K | ﹤0.01% | 1133 |
|
|
2020
Q3 | $711K | Buy |
8,467
+2,158
| +34% | +$168K | ﹤0.01% | 1052 |
|
|
2020
Q2 | $452K | Buy |
+6,309
| New | +$456K | ﹤0.01% | 1168 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC