Evergreen Capital Management’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 | $1.15M | Buy |
5,720
+43
| +0.8% | +$8.65K | 0.03% | 339 |
|
|
2025
Q1 | $981K | Hold |
5,677
| – | – | 0.03% | 336 |
|
|
2024
Q4 | $910K | Buy |
5,677
+113
| +2% | +$18.1K | 0.03% | 356 |
|
|
2024
Q3 | $949K | Buy |
5,564
+40
| +0.7% | +$6.82K | 0.03% | 334 |
|
|
2024
Q2 | $931K | Buy |
5,524
+38
| +0.7% | +$6.41K | 0.03% | 319 |
|
|
2024
Q1 | $855K | Buy |
5,486
+14
| +0.3% | +$2.18K | 0.03% | 316 |
|
|
2023
Q4 | $800K | Buy |
5,472
+1,480
| +37% | +$216K | 0.03% | 314 |
|
|
2023
Q3 | $488K | Sell |
3,992
-98
| -2% | -$12K | 0.02% | 403 |
|
|
2023
Q2 | $552K | Buy |
4,090
+26
| +0.6% | +$3.51K | 0.02% | 373 |
|
|
2023
Q1 | $549K | Buy |
4,064
+71
| +2% | +$9.58K | 0.02% | 364 |
|
|
2022
Q4 | $472K | Buy |
3,993
+428
| +12% | +$50.6K | 0.02% | 379 |
|
|
2022
Q3 | $379K | Buy |
3,565
+443
| +14% | +$47.1K | 0.02% | 396 |
|
|
2022
Q2 | $337K | Buy |
3,122
+96
| +3% | +$10.4K | 0.02% | 396 |
|
|
2022
Q1 | $342K | Buy |
3,026
+190
| +7% | +$21.5K | 0.01% | 449 |
|
|
2021
Q4 | $352K | Buy |
2,836
+116
| +4% | +$14.4K | 0.01% | 435 |
|
|
2021
Q3 | $312K | Buy |
2,720
+517
| +23% | +$59.3K | 0.01% | 427 |
|
|
2021
Q2 | $227K | Buy |
+2,203
| New | +$227K | 0.01% | 478 |
|