Beaumont Financial Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Buy |
3,413
+12
| +0.4% | +$912 | 0.02% | 325 |
|
2025
Q1 | $223K | Sell |
3,401
-4
| -0.1% | -$263 | 0.02% | 340 |
|
2024
Q4 | $241K | Sell |
3,405
-4
| -0.1% | -$283 | 0.02% | 329 |
|
2024
Q3 | $212K | Buy |
+3,409
| New | +$212K | 0.02% | 334 |
|
2024
Q2 | – | Sell |
-3,403
| Closed | -$219K | – | 373 |
|
2024
Q1 | $219K | Buy |
+3,403
| New | +$219K | 0.02% | 335 |
|
2022
Q2 | – | Sell |
-3,303
| Closed | -$238K | – | 365 |
|
2022
Q1 | $238K | Buy |
+3,303
| New | +$238K | 0.02% | 322 |
|