B. Riley Wealth Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $407K | Buy |
5,764
+1,737
| +43% | +$123K | 0.01% | 762 |
|
|
2024
Q3 | $249K | Buy |
4,027
+123
| +3% | +$7.6K | 0.01% | 1043 |
|
|
2024
Q2 | $218K | Sell |
3,904
-820
| -17% | -$45.9K | 0.01% | 1188 |
|
|
2024
Q1 | $254K | Buy |
4,724
+725
| +18% | +$39K | 0.01% | 1133 |
|
|
2023
Q4 | $213K | Sell |
3,999
-725
| -15% | -$38.6K | 0.01% | 1226 |
|
|
2023
Q3 | $254K | Buy |
4,724
+555
| +13% | +$29.9K | 0.01% | 1133 |
|
|
2023
Q2 | $221K | Sell |
4,169
-183
| -4% | -$9.69K | 0.01% | 1300 |
|
|
2023
Q1 | $228K | Sell |
4,352
-1,526
| -26% | -$80K | 0.01% | 1225 |
|
|
2022
Q4 | $297K | Sell |
5,878
-493
| -8% | -$24.9K | 0.01% | 1052 |
|
|
2022
Q3 | $348K | Sell |
6,371
-62
| -1% | -$3.39K | 0.01% | 933 |
|
|
2022
Q2 | $376K | Buy |
6,433
+192
| +3% | +$11.2K | 0.02% | 777 |
|
|
2022
Q1 | $451K | Buy |
6,241
+130
| +2% | +$9.39K | 0.01% | 802 |
|
|
2021
Q4 | $533K | Sell |
6,111
-277
| -4% | -$24.2K | 0.02% | 778 |
|
|
2021
Q3 | $526K | Buy |
6,388
+152
| +2% | +$12.5K | 0.02% | 758 |
|
|
2021
Q2 | $511K | Buy |
6,236
+2,968
| +91% | +$243K | 0.02% | 761 |
|
|
2021
Q1 | $255K | Buy |
+3,268
| New | +$255K | 0.01% | 1078 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$5 | – | 1865 |
|
|
2014
Q4 | $5 | Buy |
+200
| New | +$5 | ﹤0.01% | 3159 |
|
|
2014
Q3 | – | Sell |
-206
| Closed | -$7.6K | – | 1781 |
|
|
2014
Q2 | $7.6K | Buy |
+206
| New | +$7.6K | ﹤0.01% | 1892 |
|