Legacy Wealth Asset 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
$1.61M Buy
2025
Q2
$2.06M Sell
2025
Q1
$2.07M Sell
2024
Q4
$1.98M Sell
2024
Q3
$2.11M Sell
2024
Q2
$2.12M Buy
2024
Q1
$1.94M Sell
2023
Q4
$1.85M Buy
2023
Q3
$1.54M Buy
2023
Q2
$1.17M Sell
2023
Q1
$1.19M Sell
2022
Q4
$1.1M Sell
2022
Q3
$1.24M Buy
2022
Q2
$279K Buy
2022
Q1
$221K Buy