IFP Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5K | Buy |
1,274
+1,173
| +1,161% | +$90.7K | ﹤0.01% | 1648 |
|
|
2025
Q1 | $6.63K | Buy |
101
+35
| +53% | +$2.3K | ﹤0.01% | 2724 |
|
|
2024
Q4 | $4.66K | Buy |
66
+26
| +65% | +$1.84K | ﹤0.01% | 2824 |
|
|
2024
Q3 | $2.48K | Sell |
40
-39
| -49% | -$2.42K | ﹤0.01% | 2862 |
|
|
2024
Q2 | $4.42K | Sell |
79
-54
| -41% | -$3.02K | ﹤0.01% | 2607 |
|
|
2024
Q1 | $8.56K | Sell |
133
-56
| -30% | -$3.6K | ﹤0.01% | 2291 |
|
|
2023
Q4 | $10.1K | Sell |
189
-251
| -57% | -$13.4K | ﹤0.01% | 2186 |
|
|
2023
Q3 | $23.7K | Sell |
440
-27
| -6% | -$1.45K | ﹤0.01% | 1852 |
|
|
2023
Q2 | $24.7K | Buy |
467
+415
| +798% | +$22K | ﹤0.01% | 1911 |
|
|
2023
Q1 | $2.45K | Sell |
52
-64
| -55% | -$3.01K | ﹤0.01% | 2828 |
|
|
2022
Q4 | $6K | Sell |
116
-9
| -7% | -$466 | ﹤0.01% | 3729 |
|
|
2022
Q3 | $6K | Sell |
125
-12
| -9% | -$576 | ﹤0.01% | 3966 |
|
|
2022
Q2 | $6K | Hold |
137
| – | – | ﹤0.01% | 3719 |
|
|
2022
Q1 | $6K | Sell |
137
-84
| -38% | -$3.68K | ﹤0.01% | 3719 |
|
|
2021
Q4 | $20K | Buy |
221
+31
| +16% | +$2.81K | ﹤0.01% | 1921 |
|
|
2021
Q3 | $16K | Buy |
190
+112
| +144% | +$9.43K | ﹤0.01% | 2039 |
|
|
2021
Q2 | $6K | Buy |
78
+2
| +3% | +$154 | ﹤0.01% | 2409 |
|
|
2021
Q1 | $6K | Sell |
76
-33
| -30% | -$2.61K | ﹤0.01% | 2352 |
|
|
2020
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 2200 |
|
|
2020
Q3 | $5K | Sell |
109
-117
| -52% | -$5.37K | ﹤0.01% | 2182 |
|
|
2020
Q2 | $9K | Sell |
226
-14
| -6% | -$558 | ﹤0.01% | 1866 |
|
|
2020
Q1 | $7K | Sell |
240
-91
| -27% | -$2.65K | ﹤0.01% | 1927 |
|
|
2019
Q4 | $14K | Buy |
331
+55
| +20% | +$2.33K | ﹤0.01% | 1782 |
|
|
2019
Q3 | $10K | Buy |
+276
| New | +$10K | ﹤0.01% | 2088 |
|
|
2019
Q1 | $2K | Sell |
60
-902
| -94% | -$30.1K | ﹤0.01% | 2120 |
|
|
2018
Q4 | $31K | Sell |
962
-158
| -14% | -$5.09K | ﹤0.01% | 1868 |
|
|
2018
Q3 | $49K | Buy |
1,120
+237
| +27% | +$10.4K | ﹤0.01% | 1901 |
|
|
2018
Q2 | $29K | Sell |
883
-3,697
| -81% | -$121K | ﹤0.01% | 2229 |
|
|
2018
Q1 | $186K | Hold |
4,580
| – | – | 0.01% | 1027 |
|
|
2017
Q4 | $186K | Sell |
4,580
-1,170
| -20% | -$47.5K | 0.01% | 1026 |
|
|
2017
Q3 | $226K | Buy |
5,750
+188
| +3% | +$7.39K | 0.01% | 1074 |
|
|
2017
Q2 | $198K | Buy |
5,562
+802
| +17% | +$28.6K | 0.01% | 1130 |
|
|
2017
Q1 | $152K | Buy |
4,760
+1,228
| +35% | +$39.2K | 0.01% | 1257 |
|
|
2016
Q4 | $106K | Buy |
3,532
+1,301
| +58% | +$39K | 0.01% | 1410 |
|
|
2016
Q3 | $64K | Buy |
+2,231
| New | +$64K | ﹤0.01% | 1653 |
|
|
2016
Q2 | – | Sell |
-60
| Closed | -$2K | – | 4181 |
|
|
2016
Q1 | $2K | Sell |
60
-57
| -49% | -$1.9K | ﹤0.01% | 2120 |
|
|
2015
Q4 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 3207 |
|