EverSource Wealth Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
3,176
+352
| +12% | +$26.7K | 0.01% | 783 |
|
|
2025
Q1 | $185K | Buy |
2,824
+563
| +25% | +$37K | 0.01% | 689 |
|
|
2024
Q4 | $160K | Buy |
2,261
+262
| +13% | +$18.5K | 0.01% | 741 |
|
|
2024
Q3 | $124K | Sell |
1,999
-1,373
| -41% | -$85.3K | 0.01% | 719 |
|
|
2024
Q2 | $184K | Buy |
3,372
+91
| +3% | +$4.96K | 0.01% | 587 |
|
|
2024
Q1 | $197K | Buy |
3,281
+1,691
| +106% | +$102K | 0.02% | 494 |
|
|
2023
Q4 | $84.6K | Buy |
1,590
+1,388
| +687% | +$73.8K | 0.01% | 697 |
|
|
2023
Q3 | $10.9K | Hold |
202
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q2 | $10.7K | Sell |
202
-866
| -81% | -$45.8K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $56K | Buy |
1,068
+39
| +4% | +$2.04K | 0.01% | 755 |
|
|
2022
Q4 | $52K | Buy |
1,029
+663
| +181% | +$33.5K | 0.01% | 749 |
|
|
2022
Q3 | $20K | Buy |
366
+99
| +37% | +$5.41K | ﹤0.01% | 911 |
|
|
2022
Q2 | $16K | Buy |
267
+99
| +59% | +$5.93K | ﹤0.01% | 899 |
|
|
2022
Q1 | $12K | Sell |
168
-463
| -73% | -$33.1K | ﹤0.01% | 919 |
|
|
2021
Q4 | $55K | Buy |
+631
| New | +$55K | 0.02% | 414 |
|