Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $425K | Sell |
4,655
-73
| -2% | -$7.7K | ﹤0.01% | 1625 |
|
|
2025
Q4 | $633K | Buy |
4,728
+1,604
| +51% | +$232K | ﹤0.01% | 1449 |
|
|
2025
Q3 | $493K | Sell |
3,124
-99
| -3% | -$18.5K | ﹤0.01% | 1470 |
|
|
2025
Q2 | $659K | Buy |
3,223
+93
| +3% | +$17.7K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $549K | Buy |
3,130
+252
| +9% | +$43.5K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $469K | Buy |
2,878
+235
| +9% | +$39.6K | ﹤0.01% | 1349 |
|
|
2024
Q3 | $458K | Buy |
2,643
+35
| +1% | +$5.91K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $447K | Buy |
2,608
+24
| +0.9% | +$3.98K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $409K | Buy |
2,584
+225
| +10% | +$35K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $350K | Buy |
2,359
+58
| +3% | +$7.83K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $286K | Buy |
2,301
+34
| +1% | +$4.48K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $311K | Sell |
2,267
-5
| -0.2% | -$671 | ﹤0.01% | 1324 |
|
|
2023
Q1 | $312K | Sell |
2,272
-51
| -2% | -$6.5K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $279K | Sell |
2,323
-82
| -3% | -$9.45K | ﹤0.01% | 1301 |
|
|
2022
Q3 | $259K | Sell |
2,405
-50
| -2% | -$5.8K | ﹤0.01% | 1315 |
|
|
2022
Q2 | $270K | Buy |
2,455
+698
| +40% | +$73.9K | ﹤0.01% | 1294 |
|
|
2022
Q1 | $201K | Sell |
1,757
-55
| -3% | -$6.14K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $228K | Buy |
1,812
+998
| +123% | +$124K | ﹤0.01% | 1379 |
|
|
2021
Q3 | $95K | Sell |
814
-22
| -3% | -$2.56K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $87K | Buy |
836
+104
| +14% | +$10.4K | ﹤0.01% | 1655 |
|
|
2021
Q1 | $68K | Sell |
732
-210
| -22% | -$18.7K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $81K | Sell |
942
-12
| -1% | -$1.03K | ﹤0.01% | 1478 |
|
|
2020
Q3 | $80K | Buy |
954
+46
| +5% | +$3.58K | ﹤0.01% | 1350 |
|
|
2020
Q2 | $65K | Sell |
908
-425
| -32% | -$30.7K | ﹤0.01% | 1362 |
|
|
2020
Q1 | $95K | Sell |
1,333
-358
| -21% | -$27.9K | ﹤0.01% | 1132 |
|
|
2019
Q4 | $127K | Sell |
1,691
-6,888
| -80% | -$502K | ﹤0.01% | 1132 |
|
|
2019
Q3 | $605K | Buy |
8,579
+7,128
| +491% | +$506K | ﹤0.01% | 600 |
|
|
2019
Q2 | $99K | Buy |
1,451
+44
| +3% | +$2.91K | ﹤0.01% | 1129 |
|
|
2019
Q1 | $88K | Hold |
1,407
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q4 | $72K | Sell |
1,407
-144
| -9% | -$7.72K | ﹤0.01% | 1110 |
|
|
2018
Q3 | $82K | Sell |
1,551
-26
| -2% | -$1.3K | ﹤0.01% | 1116 |
|
|
2018
Q2 | $74K | Buy |
1,577
+290
| +23% | +$13.3K | ﹤0.01% | 1096 |
|
|
2018
Q1 | $58K | Sell |
1,287
-249
| -16% | -$11.9K | ﹤0.01% | 1146 |
|
|
2017
Q4 | $78K | Buy |
1,536
+345
| +29% | +$18K | ﹤0.01% | 999 |
|
|
2017
Q3 | $63K | Hold |
1,191
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q2 | $64K | Sell |
1,191
-101
| -8% | -$5.18K | ﹤0.01% | 1013 |
|
|
2017
Q1 | $65K | Buy |
1,292
+61
| +5% | +$3.12K | ﹤0.01% | 956 |
|
|
2016
Q4 | $62K | Buy |
+1,231
| New | +$60.1K | ﹤0.01% | 959 |
|
|
2016
Q3 | – | Sell |
-2,753
| Closed | -$130K | – | 1415 |
|
|
2016
Q2 | $130K | Buy |
2,753
+1,567
| +132% | +$74.7K | ﹤0.01% | 662 |
|
|
2016
Q1 | $55K | Buy |
1,186
+803
| +210% | +$34.5K | ﹤0.01% | 872 |
|
|
2015
Q4 | $17K | Sell |
383
-100
| -21% | -$4.65K | ﹤0.01% | 1055 |
|
|
2015
Q3 | $23K | Sell |
483
-199
| -29% | -$9.07K | ﹤0.01% | 890 |
|
|
2015
Q2 | $30K | Buy |
682
+1
| +0.1% | +$47 | ﹤0.01% | 787 |
|
|
2015
Q1 | $33K | Buy |
681
+105
| +18% | +$4.82K | ﹤0.01% | 748 |
|
|
2014
Q4 | $27K | Sell |
576
-20
| -3% | -$886 | ﹤0.01% | 806 |
|
|
2014
Q3 | $25K | Buy |
596
+512
| +610% | +$22.1K | ﹤0.01% | 768 |
|
|
2014
Q2 | $4K | Sell |
84
-284
| -77% | -$11.6K | ﹤0.01% | 1058 |
|
|
2014
Q1 | $15K | Sell |
368
-71
| -16% | -$2.91K | ﹤0.01% | 807 |
|
|
2013
Q4 | $19K | Buy |
439
+155
| +55% | +$6.61K | ﹤0.01% | 787 |
|
|
2013
Q3 | $12K | Hold |
284
| – | – | ﹤0.01% | 833 |
|
|
2013
Q2 | $11K | Buy |
+284
| New | +$11K | ﹤0.01% | 827 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
