Whittier Trust’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 | $125K | Hold |
621
| – | – | ﹤0.01% | 747 |
|
|
2025
Q1 | $107K | Buy |
621
+565
| +1,009% | +$97.6K | ﹤0.01% | 764 |
|
|
2024
Q4 | $8.98K | Hold |
56
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q3 | $9.55K | Hold |
56
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q2 | $9.44K | Buy |
+56
| New | +$9.44K | ﹤0.01% | 1258 |
|
|
2015
Q2 | – | Sell |
-46
| Closed | -$2K | – | 1284 |
|
|
2015
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1174 |
|