Carson Wealth (CWM LLC)’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
46,732
+6,724
| +17% | +$511K | 0.01% | 706 |
|
|
2025
Q1 | $2.63M | Buy |
40,008
+4,424
| +12% | +$290K | 0.01% | 740 |
|
|
2024
Q4 | $2.51M | Buy |
35,584
+3,644
| +11% | +$257K | 0.01% | 697 |
|
|
2024
Q3 | $1.98M | Buy |
31,940
+19,751
| +162% | +$1.23M | 0.01% | 705 |
|
|
2024
Q2 | $682K | Buy |
12,189
+8,690
| +248% | +$486K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $225K | Buy |
3,499
+1,189
| +51% | +$76.5K | ﹤0.01% | 1458 |
|
|
2023
Q4 | $123K | Buy |
2,310
+171
| +8% | +$9.11K | ﹤0.01% | 1631 |
|
|
2023
Q3 | $115K | Buy |
2,139
+143
| +7% | +$7.69K | ﹤0.01% | 1555 |
|
|
2023
Q2 | $106K | Sell |
1,996
-1,394
| -41% | -$74K | ﹤0.01% | 1543 |
|
|
2023
Q1 | $178K | Buy |
3,390
+199
| +6% | +$10.4K | ﹤0.01% | 1234 |
|
|
2022
Q4 | $161K | Sell |
3,191
-1,275
| -29% | -$64.3K | ﹤0.01% | 1182 |
|
|
2022
Q3 | $242K | Buy |
4,466
+819
| +22% | +$44.4K | ﹤0.01% | 978 |
|
|
2022
Q2 | $212K | Buy |
3,647
+1,184
| +48% | +$68.8K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $178K | Buy |
2,463
+1,692
| +219% | +$122K | ﹤0.01% | 1086 |
|
|
2021
Q4 | $67K | Buy |
+771
| New | +$67K | ﹤0.01% | 1462 |
|
|
2021
Q2 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q1 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q4 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q3 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q2 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q1 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q4 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q3 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q2 | $30K | Hold |
361
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q1 | $30K | Sell |
361
-65,868
| -99% | -$5.47M | ﹤0.01% | 1621 |
|
|
2018
Q4 | $2.18M | Sell |
66,229
-7,829
| -11% | -$258K | 0.05% | 275 |
|
|
2018
Q3 | $3.22M | Buy |
74,058
+28,800
| +64% | +$1.25M | 0.08% | 217 |
|
|
2018
Q2 | $1.49M | Buy |
45,258
+45,034
| +20,104% | +$1.48M | 0.05% | 237 |
|
|
2018
Q1 | $8K | Hold |
224
| – | – | ﹤0.01% | 904 |
|
|
2017
Q4 | $9K | Hold |
224
| – | – | ﹤0.01% | 916 |
|
|
2017
Q3 | $9K | Buy |
+224
| New | +$9K | ﹤0.01% | 921 |
|
|
2017
Q2 | – | Sell |
-13
| Closed | – | – | 1313 |
|
|
2017
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1313 |
|
|
2016
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1182 |
|
|
2016
Q3 | $0 | Sell |
13
-30
| -70% | – | ﹤0.01% | 1062 |
|
|
2016
Q2 | $1K | Sell |
43
-26
| -38% | -$605 | ﹤0.01% | 759 |
|
|
2016
Q1 | $2K | Sell |
69
-53
| -43% | -$1.54K | ﹤0.01% | 686 |
|
|
2015
Q4 | $3K | Sell |
122
-112,510
| -100% | -$2.77M | ﹤0.01% | 574 |
|
|
2015
Q3 | $1.85M | Buy |
112,632
+10,084
| +10% | +$166K | 0.19% | 127 |
|
|
2015
Q2 | $2.41M | Buy |
102,548
+12,945
| +14% | +$304K | 0.23% | 123 |
|
|
2015
Q1 | $2.26M | Buy |
89,603
+9,290
| +12% | +$234K | 0.23% | 123 |
|
|
2014
Q4 | $2.13M | Sell |
80,313
-132,656
| -62% | -$3.52M | 0.26% | 122 |
|
|
2014
Q3 | $6.5M | Buy |
212,969
+23,400
| +12% | +$714K | 0.94% | 34 |
|
|
2014
Q2 | $7.01M | Sell |
189,569
-10,827
| -5% | -$400K | 1.25% | 28 |
|
|
2014
Q1 | $7.79M | Buy |
200,396
+46,590
| +30% | +$1.81M | 1.06% | 29 |
|
|
2013
Q4 | $5.32M | Buy |
153,806
+10,817
| +8% | +$374K | 0.83% | 30 |
|
|
2013
Q3 | $4.25M | Buy |
+142,989
| New | +$4.25M | 1.11% | 23 |
|