FWA
FSM Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
4,434
+327
| +8% | +$25.7K | 0.06% | 199 |
|
|
2025
Q1 | $270K | Buy |
4,107
+22
| +0.5% | +$1.44K | 0.06% | 166 |
|
|
2024
Q4 | $302K | Buy |
4,085
+21
| +0.5% | +$1.55K | 0.07% | 136 |
|
|
2024
Q3 | $252K | Buy |
4,064
+7
| +0.2% | +$435 | 0.07% | 148 |
|
|
2024
Q2 | $227K | Sell |
4,057
-7
| -0.2% | -$391 | 0.08% | 143 |
|
|
2024
Q1 | $262K | Buy |
4,064
+16
| +0.4% | +$1.03K | 0.09% | 133 |
|
|
2023
Q4 | $215K | Buy |
+4,048
| New | +$215K | 0.09% | 147 |
|