Evergreen Capital Management’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 | $876K | Sell |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $981K | Hold |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $855K | Buy |
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|
2023
Q4 | $800K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $227K | Buy |
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