Clifford Swan Investment Counsel’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
5,408
+2,208
| +69% | +$168K | 0.01% | 237 |
|
|
2025
Q1 | $210K | Hold |
3,200
| – | – | 0.01% | 300 |
|
|
2024
Q4 | $226K | Buy |
+3,200
| New | +$226K | 0.01% | 295 |
|
|
2024
Q2 | – | Sell |
-3,200
| Closed | -$206K | – | 310 |
|
|
2024
Q1 | $206K | Buy |
+3,200
| New | +$206K | 0.01% | 301 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$231K | – | 323 |
|
|
2022
Q1 | $231K | Hold |
3,200
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $279K | Hold |
3,200
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $279K | Hold |
3,200
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $278K | Hold |
3,200
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $249K | Hold |
3,200
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $214K | Buy |
+3,200
| New | +$214K | 0.01% | 307 |
|