OHWA
Oak Hill Wealth Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
2,463
| – | – | 0.1% | 96 |
|
|
2025
Q1 | $426K | Hold |
2,463
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $395K | Buy |
+2,463
| New | +$395K | 0.09% | 95 |
|
|
2024
Q3 | – | Sell |
-1,764
| Closed | -$297K | – | 90 |
|
|
2024
Q2 | $297K | Buy |
+1,764
| New | +$297K | 0.09% | 86 |
|
|
2024
Q1 | – | Sell |
-1,764
| Closed | -$258K | – | 83 |
|
|
2023
Q4 | $258K | Sell |
1,764
-699
| -28% | -$102K | 0.09% | 92 |
|
|
2023
Q3 | $301K | Buy |
2,463
+699
| +40% | +$85.5K | 0.12% | 79 |
|
|
2023
Q2 | $238K | Sell |
1,764
-66
| -4% | -$8.91K | 0.09% | 97 |
|
|
2023
Q1 | $238K | Hold |
1,830
| – | – | 0.09% | 95 |
|
|
2022
Q4 | $209K | Buy |
+1,830
| New | +$209K | 0.09% | 101 |
|