Ballentine Partners’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $783K | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $429K | Hold |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $228K | Buy |
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