Carson Wealth (CWM LLC)’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 | $3.74M | Buy |
40,955
+3,320
| +9% | +$350K | 0.01% | 933 |
|
|
2025
Q4 | $5.04M | Buy |
37,635
+343
| +0.9% | +$49.7K | 0.01% | 768 |
|
|
2025
Q3 | $5.88M | Sell |
37,292
-350
| -0.9% | -$65.3K | 0.02% | 648 |
|
|
2025
Q2 | $7.69M | Sell |
37,642
-743
| -2% | -$141K | 0.03% | 465 |
|
|
2025
Q1 | $6.74M | Sell |
38,385
-2,005
| -5% | -$346K | 0.03% | 444 |
|
|
2024
Q4 | $6.58M | Sell |
40,390
-3,894
| -9% | -$656K | 0.03% | 418 |
|
|
2024
Q3 | $7.67M | Sell |
44,284
-2,042
| -4% | -$345K | 0.03% | 357 |
|
|
2024
Q2 | $7.93M | Sell |
46,326
-3,826
| -8% | -$634K | 0.04% | 329 |
|
|
2024
Q1 | $7.94M | Sell |
50,152
-5,624
| -10% | -$875K | 0.04% | 330 |
|
|
2023
Q4 | $8.28M | Sell |
55,776
-2,855
| -5% | -$386K | 0.04% | 299 |
|
|
2023
Q3 | $7.28M | Sell |
58,631
-5,636
| -9% | -$743K | 0.04% | 293 |
|
|
2023
Q2 | $8.81M | Sell |
64,267
-10,098
| -14% | -$1.35M | 0.05% | 246 |
|
|
2023
Q1 | $10.2M | Sell |
74,365
-4,881
| -6% | -$622K | 0.07% | 215 |
|
|
2022
Q4 | $9.53M | Sell |
79,246
-2,768
| -3% | -$319K | 0.07% | 205 |
|
|
2022
Q3 | $8.87M | Sell |
82,014
-748
| -0.9% | -$86.7K | 0.07% | 209 |
|
|
2022
Q2 | $9.09M | Buy |
82,762
+1,542
| +2% | +$163K | 0.07% | 209 |
|
|
2022
Q1 | $9.31M | Buy |
81,220
+809
| +1% | +$90.3K | 0.07% | 211 |
|
|
2021
Q4 | $10.1M | Buy |
+80,411
| New | +$10M | 0.07% | 207 |
|
|
2021
Q2 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2021
Q1 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2020
Q4 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2020
Q3 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2020
Q2 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2020
Q1 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2019
Q4 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2019
Q3 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2019
Q2 | $9.35M | Hold |
89,381
| – | – | 0.07% | 203 |
|
|
2019
Q1 | $9.35M | Buy |
89,381
+64,858
| +264% | +$3.62M | 0.07% | 203 |
|
|
2018
Q4 | $1.25M | Buy |
24,523
+19,549
| +393% | +$1.05M | 0.03% | 338 |
|
|
2018
Q3 | $264K | Buy |
4,974
+4,884
| +5,427% | +$245K | 0.01% | 469 |
|
|
2018
Q2 | $4K | Buy |
+90
| New | +$4.14K | ﹤0.01% | 1255 |
|
|
2017
Q4 | – | Sell |
-109
| Closed | -$6K | – | 1582 |
|
|
2017
Q3 | $6K | Buy |
+109
| New | +$5.82K | ﹤0.01% | 1042 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
