Envestnet Portfolio Solutions’s Trimble TRMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
3,725
-157
-4% -$11.9K ﹤0.01% 1365
2025
Q1
$255K Sell
3,882
-1,496
-28% -$98.2K ﹤0.01% 1370
2024
Q4
$380K Buy
5,378
+2,009
+60% +$142K ﹤0.01% 1372
2024
Q3
$209K Buy
+3,369
New +$209K ﹤0.01% 1632
2024
Q2
Sell
-3,348
Closed -$215K 1696
2024
Q1
$215K Buy
+3,348
New +$215K ﹤0.01% 1531