&Partners’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
$1.73M Buy
8,617
+4,068
+89% +$818K 0.01% 734
2025
Q1
$778K Sell
4,549
-65
-1% -$11.1K 0.01% 922
2024
Q4
$753K Buy
4,614
+623
+16% +$102K 0.01% 888
2024
Q3
$681K Buy
3,991
+2,339
+142% +$399K 0.01% 722
2024
Q2
$278K Buy
+1,652
New +$278K 0.01% 734