Westbourne Investment 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
Q3 | $301K | Hold |
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|
2025
Q2 | $390K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $311K | Hold |
|
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|
2024
Q3 | $331K | Hold |
|
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|
2024
Q2 | $327K | Hold |
|
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $241K | Buy |
|