GHP Investment Advisors’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 | $175K | Hold |
868
| – | – | 0.01% | 390 |
|
|
2025
Q1 | $150K | Hold |
868
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $139K | Hold |
868
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $148K | Hold |
868
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $146K | Hold |
868
| – | – | 0.01% | 400 |
|
|
2024
Q1 | $135K | Hold |
868
| – | – | 0.01% | 412 |
|
|
2023
Q4 | $127K | Hold |
868
| – | – | 0.01% | 414 |
|
|
2023
Q3 | $110K | Hold |
868
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $115K | Sell |
868
-1
| -0.1% | -$132 | 0.01% | 423 |
|
|
2023
Q1 | $117K | Hold |
869
| – | – | 0.01% | 421 |
|
|
2022
Q4 | $103K | Hold |
869
| – | – | 0.01% | 432 |
|
|
2022
Q3 | $92K | Hold |
869
| – | – | 0.01% | 432 |
|
|
2022
Q2 | $94K | Hold |
869
| – | – | 0.01% | 431 |
|
|
2022
Q1 | $98K | Buy |
+869
| New | +$98K | 0.01% | 428 |
|