B. Riley Wealth Advisors’s Trimble TRMB Stock Holding History

B. Riley Wealth Advisors’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$407K	Buy	5,764 +1,737	+43%	+$118K	0.01%	762
2024 Q3	$249K	Buy	4,027 +123	+3%	+$6.87K	0.01%	1043
2024 Q2	$218K	Sell	3,904 -820	-17%	-$47.3K	0.01%	1188
2024 Q1	$254K	Buy	4,724 +725	+18%	+$41.3K	0.01%	1133
2023 Q4	$213K	Sell	3,999 -725	-15%	-$34.6K	0.01%	1226
2023 Q3	$254K	Buy	4,724 +555	+13%	+$29.4K	0.01%	1133
2023 Q2	$221K	Sell	4,169 -183	-4%	-$8.95K	0.01%	1300
2023 Q1	$228K	Sell	4,352 -1,526	-26%	-$81.4K	0.01%	1225
2022 Q4	$297K	Sell	5,878 -493	-8%	-$27.4K	0.01%	1052
2022 Q3	$348K	Sell	6,371 -62	-1%	-$3.92K	0.01%	933
2022 Q2	$376K	Buy	6,433 +192	+3%	+$12.6K	0.02%	777
2022 Q1	$451K	Buy	6,241 +130	+2%	+$9.26K	0.01%	802
2021 Q4	$533K	Sell	6,111 -277	-4%	-$23.8K	0.02%	778
2021 Q3	$526K	Buy	6,388 +152	+2%	+$13.3K	0.02%	758
2021 Q2	$511K	Buy	6,236 +2,968	+91%	+$236K	0.02%	761
2021 Q1	$255K	Buy	+3,268	New	+$236K	0.01%	1078
2015 Q1	–	Sell	-200	Closed	-$5	–	1869
2014 Q4	$5	Buy	+200	New	+$5.64K	﹤0.01%	3167
2014 Q3	–	Sell	-206	Closed	-$7.59K	–	1780
2014 Q2	$7.59K	Buy	+206	New	+$7.7K	﹤0.01%	1892

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return