J.P. Morgan Private Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $220K | Buy |
4,092
+268
| +7% | +$14.4K | ﹤0.01% | 1600 |
|
|
2023
Q2 | $202K | Sell |
3,824
-1,902
| -33% | -$101K | ﹤0.01% | 1389 |
|
|
2023
Q1 | $300K | Buy |
5,726
+488
| +9% | +$25.6K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $265K | Sell |
5,238
-3,894
| -43% | -$197K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $496K | Sell |
9,132
-795
| -8% | -$43.2K | ﹤0.01% | 1458 |
|
|
2022
Q2 | $578K | Buy |
9,927
+1,828
| +23% | +$106K | ﹤0.01% | 1401 |
|
|
2022
Q1 | $584K | Sell |
8,099
-9,558
| -54% | -$689K | ﹤0.01% | 1471 |
|
|
2021
Q4 | $1.54M | Buy |
17,657
+10,798
| +157% | +$941K | ﹤0.01% | 1030 |
|
|
2021
Q3 | $564K | Buy |
6,859
+150
| +2% | +$12.3K | ﹤0.01% | 1455 |
|
|
2021
Q2 | $549K | Buy |
6,709
+881
| +15% | +$72.1K | ﹤0.01% | 1444 |
|
|
2021
Q1 | $453K | Buy |
5,828
+1,880
| +48% | +$146K | ﹤0.01% | 1350 |
|
|
2020
Q4 | $264K | Buy |
+3,948
| New | +$264K | ﹤0.01% | 1549 |
|
|
2020
Q2 | – | Sell |
-19,550
| Closed | -$622K | – | 1598 |
|
|
2020
Q1 | $622K | Buy |
+19,550
| New | +$622K | ﹤0.01% | 851 |
|
|
2015
Q3 | – | Sell |
-19,704
| Closed | -$462K | – | 1132 |
|
|
2015
Q2 | $462K | Sell |
19,704
-150
| -0.8% | -$3.52K | 0.01% | 703 |
|
|
2015
Q1 | $501K | Buy |
+19,854
| New | +$501K | 0.01% | 724 |
|