IMS 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
$445K Sell
2025
Q2
$632K Hold
2025
Q1
$543K Hold
2024
Q4
$504K Sell
2024
Q3
$553K Hold
2024
Q2
$531K Buy
2024
Q1
$370K Buy