Cerity 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 | $5.92M | Sell |
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|
2025
Q2 | $8.51M | Buy |
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|
2025
Q1 | $7.28M | Buy |
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|
2024
Q4 | $4.39M | Sell |
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|
2024
Q3 | $4.7M | Buy |
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|
2024
Q2 | $2.25M | Sell |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $941K | Buy |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $314K | Buy |
|