Meridian Wealth 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 | $5.28M | Sell |
26,246
-191
| -0.7% | -$38.4K | 0.23% | 99 |
|
|
2025
Q1 | $4.57M | Sell |
26,437
-21
| -0.1% | -$3.63K | 0.22% | 99 |
|
|
2024
Q4 | $4.24M | Buy |
26,458
+44
| +0.2% | +$7.06K | 0.2% | 107 |
|
|
2024
Q3 | $4.51M | Buy |
+26,414
| New | +$4.51M | 0.22% | 101 |
|
|
2024
Q1 | – | Sell |
-24,191
| Closed | -$3.54M | – | 517 |
|
|
2023
Q4 | $3.54M | Buy |
+24,191
| New | +$3.54M | 0.23% | 96 |
|