Brown Shipley & Co’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 | $38.5K | Hold |
192
| – | – | 0.02% | 58 |
|
|
2025
Q1 | $33.1K | Hold |
192
| – | – | 0.02% | 56 |
|
|
2024
Q4 | $30.6K | Hold |
192
| – | – | 0.02% | 59 |
|
|
2024
Q3 | $44.3K | Sell |
192
-1
| -0.5% | -$231 | 0.02% | 58 |
|
|
2024
Q2 | $44.5K | Buy |
193
+1
| +0.5% | +$230 | 0.02% | 56 |
|
|
2024
Q1 | $29.8K | Hold |
192
| – | – | 0.01% | 86 |
|
|
2023
Q4 | $28.2K | Hold |
192
| – | – | 0.01% | 76 |
|
|
2023
Q3 | $23.6K | Hold |
192
| – | – | 0.01% | 79 |
|
|
2023
Q2 | $26K | Sell |
192
-1
| -0.5% | -$135 | 0.01% | 97 |
|
|
2023
Q1 | $26K | Buy |
+193
| New | +$26K | 0.02% | 97 |
|