Geneos Wealth 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 | $36K | Sell |
474
-264
| -36% | -$20.1K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $50.6K | Buy |
738
+445
| +152% | +$30.5K | ﹤0.01% | 1920 |
|
|
2024
Q4 | $20.7K | Hold |
293
| – | – | ﹤0.01% | 1709 |
|
|
2024
Q3 | $18.2K | Sell |
293
-57
| -16% | -$3.54K | ﹤0.01% | 1593 |
|
|
2024
Q2 | $19.6K | Hold |
350
| – | – | ﹤0.01% | 1359 |
|
|
2024
Q1 | $22.5K | Hold |
350
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q4 | $18.6K | Hold |
350
| – | – | ﹤0.01% | 1384 |
|
|
2023
Q3 | $18.9K | Hold |
350
| – | – | ﹤0.01% | 1388 |
|
|
2023
Q2 | $18.5K | Buy |
350
+150
| +75% | +$7.94K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $10.5K | Hold |
200
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q4 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1524 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1923 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 1954 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 1979 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 2041 |
|
|
2021
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 2030 |
|
|
2021
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 2094 |
|
|
2020
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2011 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2056 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2068 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2026 |
|
|
2019
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1951 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$8K | – | 2238 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1715 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1693 |
|
|
2017
Q2 | $7K | Sell |
200
-67
| -25% | -$2.35K | ﹤0.01% | 1653 |
|
|
2017
Q1 | $8K | Hold |
267
| – | – | ﹤0.01% | 1577 |
|
|
2016
Q4 | $8K | Hold |
267
| – | – | ﹤0.01% | 1516 |
|
|
2016
Q3 | $7K | Buy |
267
+67
| +34% | +$1.76K | ﹤0.01% | 1495 |
|
|
2016
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1507 |
|