JWM
Janiczek Wealth Management’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $22.9K | Sell |
409
-30
| -7% | -$1.68K | ﹤0.01% | 536 |
|
|
2024
Q1 | $28.3K | Buy |
439
+73
| +20% | +$4.7K | 0.01% | 507 |
|
|
2023
Q4 | $19.5K | Sell |
366
-709
| -66% | -$37.7K | ﹤0.01% | 547 |
|
|
2023
Q3 | $57.9K | Buy |
1,075
+71
| +7% | +$3.82K | 0.02% | 342 |
|
|
2023
Q2 | $53.2K | Buy |
+1,004
| New | +$53.2K | 0.01% | 311 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$541 | – | 1069 |
|
|
2022
Q4 | $541 | Sell |
10
-58
| -85% | -$3.14K | ﹤0.01% | 904 |
|
|
2022
Q3 | $4K | Buy |
68
+58
| +580% | +$3.41K | ﹤0.01% | 699 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 911 |
|
|
2022
Q1 | $1K | Sell |
10
-50
| -83% | -$5K | ﹤0.01% | 905 |
|
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 701 |
|
|
2021
Q2 | $5K | Buy |
60
+19
| +46% | +$1.58K | ﹤0.01% | 672 |
|
|
2021
Q1 | $3K | Buy |
41
+31
| +310% | +$2.27K | ﹤0.01% | 714 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 767 |
|
|
2020
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 721 |
|