Corient Private Wealth’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
37,811
+17,706
| +88% | +$1.35M | ﹤0.01% | 954 |
|
|
2025
Q1 | $1.32M | Buy |
20,105
+4,943
| +33% | +$325K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $1.07M | Sell |
15,162
-3,513
| -19% | -$248K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $1.16M | Buy |
18,675
+2,788
| +18% | +$173K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $888K | Sell |
15,887
-9,777
| -38% | -$547K | ﹤0.01% | 1365 |
|
|
2024
Q1 | $1.65M | Buy |
25,664
+1,251
| +5% | +$80.5K | ﹤0.01% | 1111 |
|
|
2023
Q4 | $1.3M | Sell |
24,413
-1,193
| -5% | -$63.5K | ﹤0.01% | 1181 |
|
|
2023
Q3 | $1.38M | Buy |
25,606
+2,779
| +12% | +$150K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $1.21M | Sell |
22,827
-10,520
| -32% | -$557K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $1.75M | Buy |
33,347
+3,172
| +11% | +$166K | ﹤0.01% | 884 |
|
|
2022
Q4 | $1.5M | Buy |
+30,175
| New | +$1.5M | 0.01% | 791 |
|