Integrated Wealth Concepts’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.37M | Sell |
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|
2025
Q2 | $4.12M | Buy |
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|
2025
Q1 | $3.28M | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $955K | Buy |
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|
2021
Q3 | $884K | Buy |
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|
2021
Q2 | $836K | Sell |
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|
2021
Q1 | $821K | Buy |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $239K | Buy |
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|
2019
Q2 | $226K | Buy |
|