Forum Financial Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
5,539
+471
| +9% | +$35.8K | 0.01% | 480 |
|
|
2025
Q1 | $333K | Buy |
5,068
+18
| +0.4% | +$1.18K | 0.01% | 545 |
|
|
2024
Q4 | $357K | Buy |
5,050
+1,271
| +34% | +$89.8K | 0.01% | 518 |
|
|
2024
Q3 | $235K | Buy |
3,779
+4
| +0.1% | +$248 | ﹤0.01% | 642 |
|
|
2024
Q2 | $211K | Buy |
3,775
+4
| +0.1% | +$224 | ﹤0.01% | 653 |
|
|
2024
Q1 | $243K | Buy |
3,771
+10
| +0.3% | +$644 | ﹤0.01% | 602 |
|
|
2023
Q4 | $200K | Buy |
+3,761
| New | +$200K | ﹤0.01% | 649 |
|
|
2022
Q1 | – | Sell |
-2,644
| Closed | -$231K | – | 675 |
|
|
2021
Q4 | $231K | Buy |
+2,644
| New | +$231K | 0.01% | 550 |
|