Financial Synergies Wealth Advisors’s Trimble TRMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-26	Closed	-$1.32K	–	552
2023 Q4	$1.32K	Buy	+26	New	+$1.32K	﹤0.01%	298
2023 Q2	–	Sell	-30	Closed	-$1.57K	–	534
2023 Q1	$1.57K	Buy	30 +4	+15%	+$210	﹤0.01%	323
2022 Q4	$1.32K	Buy	+26	New	+$1.32K	﹤0.01%	298