Connecticut 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 | $270K | Hold |
3,548
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $233K | Hold |
3,548
| – | – | 0.01% | 277 |
|
|
2024
Q4 | $251K | Hold |
3,548
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $220K | Sell |
3,548
-380
| -10% | -$23.6K | 0.01% | 301 |
|
|
2024
Q2 | $220K | Hold |
3,928
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $253K | Hold |
3,928
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $209K | Hold |
3,928
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $212K | Sell |
3,928
-6
| -0.2% | -$323 | 0.01% | 282 |
|
|
2023
Q2 | $208K | Sell |
3,934
-124
| -3% | -$6.57K | 0.01% | 255 |
|
|
2023
Q1 | $213K | Hold |
4,058
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $205K | Hold |
4,058
| – | – | 0.02% | 195 |
|
|
2022
Q3 | $220K | Buy |
+4,058
| New | +$220K | 0.02% | 180 |
|
|
2022
Q2 | – | Sell |
-2,922
| Closed | -$211K | – | 201 |
|
|
2022
Q1 | $211K | Sell |
2,922
-1
| -0% | -$72 | 0.02% | 183 |
|
|
2021
Q4 | $255K | Hold |
2,923
| – | – | 0.02% | 176 |
|
|
2021
Q3 | $240K | Buy |
2,923
+79
| +3% | +$6.49K | 0.02% | 178 |
|
|
2021
Q2 | $233K | Hold |
2,844
| – | – | 0.02% | 174 |
|
|
2021
Q1 | $221K | Buy |
+2,844
| New | +$221K | 0.02% | 158 |
|