Asset Dedication LLC’s Trustmark TRMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.33K Hold
2025
Q1
$2.21K Hold
2024
Q4
$2.26K Hold
2024
Q3
$2.04K Sell
2024
Q2
$9.37K Hold
2024
Q1
$9K Hold
2023
Q4
$9K Hold
2023
Q3
$7K Hold
2023
Q2
$7K Hold
2023
Q1
$8K Hold
2022
Q4
$11K Hold
2022
Q3
$10K Buy
2022
Q2
Sell
2022
Q1
$9K Buy
2018
Q4
Sell
2018
Q3
$1K Buy