Beacon Pointe Advisors’s Trimble TRMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,204
Closed -$276K 1259
2025
Q1
$276K Buy
4,204
+624
+17% +$41K ﹤0.01% 1035
2024
Q4
$253K Buy
3,580
+34
+1% +$2.4K ﹤0.01% 1063
2024
Q3
$220K Buy
+3,546
New +$220K ﹤0.01% 1113
2024
Q2
Sell
-4,420
Closed -$284K 1345
2024
Q1
$284K Buy
4,420
+161
+4% +$10.4K ﹤0.01% 1118
2023
Q4
$227K Sell
4,259
-1,048
-20% -$55.8K ﹤0.01% 1156
2023
Q3
$286K Buy
+5,307
New +$286K ﹤0.01% 1080
2023
Q2
Sell
-5,075
Closed -$266K 1181
2023
Q1
$266K Buy
+5,075
New +$266K ﹤0.01% 975
2021
Q4
Sell
-2,625
Closed -$216K 1004
2021
Q3
$216K Buy
+2,625
New +$216K 0.01% 833