Omnia Family Wealth’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 | $272K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $218K | Hold |
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|
2021
Q3 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $108K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $158K | Sell |
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|
2018
Q2 | $143K | Hold |
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|
2018
Q1 | $137K | Hold |
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|
2017
Q4 | $155K | Buy |
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|
2017
Q3 | $163K | Buy |
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|
2017
Q2 | $164K | Buy |
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|
2017
Q1 | $153K | Buy |
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|
2016
Q4 | $154K | Buy |
|