Congress Wealth Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
11,457
+285
| +3% | +$21.7K | 0.01% | 745 |
|
|
2025
Q1 | $733K | Buy |
11,172
+207
| +2% | +$13.6K | 0.01% | 709 |
|
|
2024
Q4 | $775K | Buy |
10,965
+83
| +0.8% | +$5.87K | 0.01% | 558 |
|
|
2024
Q3 | $676K | Hold |
10,882
| – | – | 0.01% | 584 |
|
|
2024
Q2 | $609K | Sell |
10,882
-192
| -2% | -$10.7K | 0.01% | 507 |
|
|
2024
Q1 | $713K | Sell |
11,074
-213
| -2% | -$13.7K | 0.01% | 407 |
|
|
2023
Q4 | $600K | Sell |
11,287
-46
| -0.4% | -$2.45K | 0.01% | 443 |
|
|
2023
Q3 | $610K | Sell |
11,333
-370
| -3% | -$19.9K | 0.01% | 431 |
|
|
2023
Q2 | $620K | Sell |
11,703
-170,385
| -94% | -$9.02M | 0.01% | 392 |
|
|
2023
Q1 | $9.55M | Buy |
182,088
+30,177
| +20% | +$1.58M | 0.23% | 135 |
|
|
2022
Q4 | $7.68M | Sell |
151,911
-16,621
| -10% | -$840K | 0.2% | 147 |
|
|
2022
Q3 | $9.15M | Buy |
168,532
+5,238
| +3% | +$284K | 0.25% | 123 |
|
|
2022
Q2 | $9.51M | Buy |
163,294
+154,733
| +1,807% | +$9.01M | 0.24% | 123 |
|
|
2022
Q1 | $618K | Sell |
8,561
-1,813
| -17% | -$131K | 0.01% | 414 |
|
|
2021
Q4 | $904K | Buy |
+10,374
| New | +$904K | 0.02% | 381 |
|