Baker Tilly Wealth Management’s Trimble TRMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,570
Closed -$344K 575
2023
Q1
$344K Buy
6,570
+854
+15% +$44.8K 0.04% 422
2022
Q4
$289K Sell
5,716
-998
-15% -$50.5K 0.04% 442
2022
Q3
$364K Sell
6,714
-50
-0.7% -$2.71K 0.05% 370
2022
Q2
$394K Buy
+6,764
New +$394K 0.05% 360