Pinnacle Wealth Planning Services’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 | – | Sell |
-1,273
| Closed | -$220K | – | 481 |
|
|
2025
Q1 | $220K | Buy |
1,273
+13
| +1% | +$2.25K | 0.03% | 334 |
|
|
2024
Q4 | $202K | Sell |
1,260
-995
| -44% | -$160K | 0.03% | 357 |
|
|
2024
Q3 | $385K | Sell |
2,255
-1,388
| -38% | -$237K | 0.05% | 238 |
|
|
2024
Q2 | $614K | Sell |
3,643
-17
| -0.5% | -$2.87K | 0.09% | 146 |
|
|
2024
Q1 | $570K | Buy |
3,660
+14
| +0.4% | +$2.18K | 0.08% | 164 |
|
|
2023
Q4 | $533K | Buy |
3,646
+34
| +0.9% | +$4.97K | 0.08% | 167 |
|
|
2023
Q3 | $442K | Buy |
3,612
+28
| +0.8% | +$3.43K | 0.07% | 182 |
|
|
2023
Q2 | $484K | Sell |
3,584
-66
| -2% | -$8.91K | 0.08% | 172 |
|
|
2023
Q1 | $493K | Buy |
3,650
+136
| +4% | +$18.4K | 0.08% | 178 |
|
|
2022
Q4 | $416K | Buy |
3,514
+1,265
| +56% | +$150K | 0.07% | 197 |
|
|
2022
Q3 | $240K | Sell |
2,249
-46
| -2% | -$4.91K | 0.04% | 284 |
|
|
2022
Q2 | $248K | Buy |
+2,295
| New | +$248K | 0.04% | 287 |
|
|
2022
Q1 | – | Sell |
-1,616
| Closed | -$200K | – | 474 |
|
|
2021
Q4 | $200K | Sell |
1,616
-738
| -31% | -$91.3K | 0.04% | 367 |
|
|
2021
Q3 | $270K | Sell |
2,354
-1,195
| -34% | -$137K | 0.06% | 259 |
|
|
2021
Q2 | $366K | Buy |
3,549
+17
| +0.5% | +$1.75K | 0.09% | 191 |
|
|
2021
Q1 | $321K | Buy |
3,532
+540
| +18% | +$49.1K | 0.08% | 207 |
|
|
2020
Q4 | $255K | Buy |
2,992
+237
| +9% | +$20.2K | 0.06% | 229 |
|
|
2020
Q3 | $228K | Buy |
+2,755
| New | +$228K | 0.08% | 208 |
|