BIM
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Bridges Investment Management’s Thomson Reuters TRI Stock Holding History

Bridges Investment Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,173
Closed -$291K – 413
2025
Q4 		$291K Hold
2,173
– – ﹤0.01% 353
2025
Q3 		$343K Hold
2,173
– – ﹤0.01% 334
2025
Q2 		$444K Hold
2,173
– – 0.01% 300
2025
Q1 		$381K Hold
2,173
– – 0.01% 307
2024
Q4 		$354K Hold
2,173
– – ﹤0.01% 322
2024
Q3 		$377K Hold
2,173
– – 0.01% 312
2024
Q2 		$372K Buy
2,173
+139
+7% +$23K 0.01% 303
2024
Q1 		$322K Hold
2,034
– – 0.01% 179
2023
Q4 		$302K Hold
2,034
– – 0.01% 183
2023
Q3 		$253K Sell
2,034
-1
-0% -$132 0.01% 187
2023
Q2 		$279K Hold
2,035
– – 0.01% 190
2023
Q1 		$279K Hold
2,035
– – 0.01% 191
2022
Q4 		$245K Hold
2,035
– – 0.01% 203
2022
Q3 		$220K Hold
2,035
– – 0.01% 208
2022
Q2 		$223K Hold
2,035
– – 0.01% 206
2022
Q1 		$233K Hold
2,035
– – 0.01% 213
2021
Q4 		$256K Hold
2,035
– – 0.01% 212
2021
Q3 		$237K Hold
2,035
– – 0.01% 209
2021
Q2 		$213K Buy
+2,035
New +$204K 0.01% 216

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TFHU
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VCM
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LFC
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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return