EFG Asset Management (Americas)’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 | $1.84M | Sell |
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|
2025
Q2 | $2.62M | Sell |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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