EP Wealth Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $798K | Sell |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $5.08M | Sell |
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|
2023
Q2 | $5M | Sell |
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|
2023
Q1 | $6.44M | Buy |
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|
2022
Q4 | $5.7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $367K | Sell |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $368K | Buy |
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|
2018
Q2 | $276K | Sell |
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|
2018
Q1 | $312K | Hold |
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|
2017
Q4 | $353K | Hold |
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|
2017
Q3 | $341K | Sell |
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|
2017
Q2 | $319K | Hold |
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|
2017
Q1 | $286K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $254K | Buy |
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