Oak Hill Wealth Advisors’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
Q2
$493K Hold
2025
Q1
$426K Hold
2024
Q4
$395K Buy
2024
Q3
Sell
2024
Q2
$297K Buy
2024
Q1
Sell
2023
Q4
$258K Sell
2023
Q3
$301K Buy
2023
Q2
$238K Hold
2023
Q1
$238K Hold
2022
Q4
$209K Buy