CIBC Private Wealth Group’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
Q2
$312K Sell
2025
Q1
$498K Buy
2024
Q4
$478K Buy
2024
Q3
$202K Buy
2024
Q2
$178K Buy
2024
Q1
$164K Buy
2015
Q4
Sell
2015
Q3
$684K Sell
2015
Q2
$680K Sell
2015
Q1
$1.13M Sell
2014
Q4
$1.14M Buy
2014
Q3
$901K Buy
2014
Q2
$851K Buy