BerganKDV 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 | $30.8K | Sell |
581
-57
| -9% | -$3.02K | ﹤0.01% | 436 |
|
|
2023
Q1 | $33.4K | Hold |
638
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $32.3K | Sell |
638
-5
| -0.8% | -$253 | ﹤0.01% | 431 |
|
|
2022
Q3 | $35K | Sell |
643
-54
| -8% | -$2.94K | ﹤0.01% | 411 |
|
|
2022
Q2 | $41K | Hold |
697
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $50K | Hold |
697
| – | – | 0.01% | 396 |
|
|
2021
Q4 | $61K | Hold |
697
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $57K | Buy |
697
+157
| +29% | +$12.8K | 0.01% | 384 |
|
|
2021
Q2 | $44K | Hold |
540
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $42K | Hold |
540
| – | – | 0.01% | 392 |
|
|
2020
Q4 | $36K | Buy |
540
+54
| +11% | +$3.6K | 0.01% | 394 |
|
|
2020
Q3 | $24K | Hold |
486
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $21K | Hold |
486
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $15K | Hold |
486
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $20K | Buy |
486
+62
| +15% | +$2.55K | ﹤0.01% | 449 |
|
|
2019
Q3 | $16K | Hold |
424
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $19K | Hold |
424
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $17K | Hold |
424
| – | – | ﹤0.01% | 450 |
|
|
2018
Q4 | $14K | Hold |
424
| – | – | ﹤0.01% | 433 |
|
|
2018
Q3 | $18K | Hold |
424
| – | – | ﹤0.01% | 429 |
|
|
2018
Q2 | $14K | Buy |
+424
| New | +$14K | ﹤0.01% | 461 |
|