Avantax Advisory Services’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
6,059
+1,753
| +41% | +$133K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $283K | Buy |
+4,306
| New | +$283K | ﹤0.01% | 1874 |
|
|
2024
Q1 | – | Sell |
-5,054
| Closed | -$269K | – | 1723 |
|
|
2023
Q4 | $269K | Hold |
5,054
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q3 | $272K | Hold |
5,054
| – | – | ﹤0.01% | 1251 |
|
|
2023
Q2 | $268K | Sell |
5,054
-204
| -4% | -$10.8K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $276K | Buy |
5,258
+68
| +1% | +$3.57K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $262K | Buy |
5,190
+180
| +4% | +$9.1K | ﹤0.01% | 1174 |
|
|
2022
Q3 | $272K | Hold |
5,010
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q2 | $292K | Hold |
5,010
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q1 | $361K | Hold |
5,010
| – | – | 0.01% | 917 |
|
|
2021
Q4 | $437K | Hold |
5,010
| – | – | 0.01% | 809 |
|
|
2021
Q3 | $412K | Buy |
5,010
+80
| +2% | +$6.58K | 0.01% | 790 |
|
|
2021
Q2 | $403K | Hold |
4,930
| – | – | 0.01% | 782 |
|
|
2021
Q1 | $383K | Sell |
4,930
-138
| -3% | -$10.7K | 0.01% | 703 |
|
|
2020
Q4 | $339K | Sell |
5,068
-1,529
| -23% | -$102K | 0.01% | 678 |
|
|
2020
Q3 | $321K | Buy |
6,597
+1,529
| +30% | +$74.4K | 0.01% | 994 |
|
|
2020
Q2 | $219K | Buy |
+5,068
| New | +$219K | 0.01% | 751 |
|
|
2020
Q1 | – | Sell |
-5,068
| Closed | -$212K | – | 890 |
|
|
2019
Q4 | $212K | Buy |
+5,068
| New | +$212K | ﹤0.01% | 764 |
|