AE Wealth Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
12,430
+715
| +6% | +$54.3K | 0.01% | 738 |
|
|
2025
Q1 | $769K | Buy |
+11,715
| New | +$769K | 0.01% | 786 |
|
|
2024
Q3 | – | Sell |
-4,089
| Closed | -$229K | – | 1324 |
|
|
2024
Q2 | $229K | Buy |
+4,089
| New | +$229K | ﹤0.01% | 1117 |
|
|
2024
Q1 | – | Sell |
-5,559
| Closed | -$283K | – | 1912 |
|
|
2023
Q4 | $283K | Sell |
5,559
-211
| -4% | -$10.8K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $311K | Sell |
5,770
-310
| -5% | -$16.7K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $322K | Sell |
6,080
-1,197
| -16% | -$63.4K | ﹤0.01% | 1585 |
|
|
2023
Q1 | $381K | Buy |
7,277
+1,516
| +26% | +$79.5K | ﹤0.01% | 1452 |
|
|
2022
Q4 | $291K | Buy |
5,761
+419
| +8% | +$21.2K | ﹤0.01% | 1510 |
|
|
2022
Q3 | $290K | Sell |
5,342
-56
| -1% | -$3.04K | ﹤0.01% | 1482 |
|
|
2022
Q2 | $314K | Buy |
5,398
+1,142
| +27% | +$66.4K | ﹤0.01% | 1415 |
|
|
2022
Q1 | $307K | Buy |
4,256
+15
| +0.4% | +$1.08K | ﹤0.01% | 1406 |
|
|
2021
Q4 | $370K | Sell |
4,241
-340
| -7% | -$29.7K | ﹤0.01% | 1371 |
|
|
2021
Q3 | $377K | Sell |
4,581
-88
| -2% | -$7.24K | ﹤0.01% | 1281 |
|
|
2021
Q2 | $382K | Buy |
4,669
+66
| +1% | +$5.4K | ﹤0.01% | 1238 |
|
|
2021
Q1 | $358K | Buy |
4,603
+375
| +9% | +$29.2K | ﹤0.01% | 1191 |
|
|
2020
Q4 | $282K | Buy |
+4,228
| New | +$282K | ﹤0.01% | 1165 |
|