Dorsey & Whitney Trust’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 | $284K | Buy |
1,414
+62
| +5% | +$12.5K | 0.02% | 549 |
|
|
2025
Q1 | $234K | Buy |
1,352
+3
| +0.2% | +$518 | 0.01% | 594 |
|
|
2024
Q4 | $216K | Sell |
1,349
-8
| -0.6% | -$1.28K | 0.01% | 624 |
|
|
2024
Q3 | $232K | Sell |
1,357
-30
| -2% | -$5.12K | 0.01% | 603 |
|
|
2024
Q2 | $234K | Hold |
1,387
| – | – | 0.02% | 549 |
|
|
2024
Q1 | $216K | Hold |
1,387
| – | – | 0.01% | 581 |
|
|
2023
Q4 | $203K | Buy |
+1,387
| New | +$203K | 0.02% | 575 |
|