Heritage Financial Services’s Trimble TRMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Sell	5,341 -1,230	-19%	-$93.5K	0.04%	78
2025 Q1	$431K	Sell	6,571 -1,392	-17%	-$91.4K	0.04%	77
2024 Q4	$563K	Buy	+7,963	New	+$563K	0.07%	62