Brandywine Oak Private Wealth’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 | – | Sell |
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|
2025
Q2 | $227K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $255K | Sell |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $325K | Buy |
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