Allworth Financial’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $827K | Buy |
10,891
+10,403
| +2,132% | +$790K | ﹤0.01% | 689 |
|
2025
Q1 | $30.1K | Buy |
488
+73
| +18% | +$4.5K | ﹤0.01% | 1819 |
|
2024
Q4 | $32.1K | Sell |
415
-8
| -2% | -$619 | ﹤0.01% | 1799 |
|
2024
Q3 | $26.3K | Buy |
423
+48
| +13% | +$2.98K | ﹤0.01% | 1738 |
|
2024
Q2 | $21K | Buy |
375
+8
| +2% | +$448 | ﹤0.01% | 1848 |
|
2024
Q1 | $23.6K | Buy |
367
+300
| +448% | +$19.3K | ﹤0.01% | 1679 |
|
2023
Q4 | $3.57K | Sell |
67
-168
| -71% | -$8.94K | ﹤0.01% | 2414 |
|
2023
Q3 | $12.7K | Buy |
235
+137
| +140% | +$7.38K | ﹤0.01% | 1755 |
|
2023
Q2 | $5.19K | Buy |
98
+20
| +26% | +$1.06K | ﹤0.01% | 2082 |
|
2023
Q1 | $4.09K | Sell |
78
-124
| -61% | -$6.5K | ﹤0.01% | 2119 |
|
2022
Q4 | $10.2K | Sell |
202
-81
| -29% | -$4.1K | ﹤0.01% | 1680 |
|
2022
Q3 | $15K | Sell |
283
-26
| -8% | -$1.38K | ﹤0.01% | 1424 |
|
2022
Q2 | $18K | Sell |
309
-213
| -41% | -$12.4K | ﹤0.01% | 1287 |
|
2022
Q1 | $38K | Buy |
522
+458
| +716% | +$33.3K | ﹤0.01% | 994 |
|
2021
Q4 | $6K | Sell |
64
-124
| -66% | -$11.6K | ﹤0.01% | 1531 |
|
2021
Q3 | $15K | Buy |
188
+127
| +208% | +$10.1K | ﹤0.01% | 1127 |
|
2021
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 1226 |
|
2021
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 1155 |
|
2020
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 1040 |
|
2020
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 953 |
|
2020
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 967 |
|
2020
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 1090 |
|
2019
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 867 |
|
2019
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 852 |
|
2019
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 778 |
|
2019
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 855 |
|
2018
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 766 |
|
2018
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 757 |
|
2018
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 829 |
|
2018
Q1 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 725 |
|