JFS Wealth 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 | $21K | Buy |
276
+37
| +15% | +$2.81K | ﹤0.01% | 647 |
|
|
2025
Q1 | $15.7K | Buy |
239
+3
| +1% | +$197 | ﹤0.01% | 733 |
|
|
2024
Q4 | $16.7K | Buy |
236
+127
| +117% | +$8.97K | ﹤0.01% | 690 |
|
|
2024
Q3 | $6.77K | Buy |
109
+4
| +4% | +$248 | ﹤0.01% | 1001 |
|
|
2024
Q2 | $5.87K | Hold |
105
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q1 | $6.76K | Hold |
105
| – | – | ﹤0.01% | 972 |
|
|
2023
Q4 | $5.59K | Buy |
105
+75
| +250% | +$3.99K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $1.62K | Sell |
30
-54
| -64% | -$2.91K | ﹤0.01% | 1446 |
|
|
2023
Q2 | $4.45K | Hold |
84
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q1 | $4.4K | Buy |
84
+33
| +65% | +$1.73K | ﹤0.01% | 1044 |
|
|
2022
Q4 | $2.58K | Sell |
51
-8
| -14% | -$405 | ﹤0.01% | 1270 |
|
|
2022
Q3 | $3K | Sell |
59
-43
| -42% | -$2.19K | ﹤0.01% | 1250 |
|
|
2022
Q2 | $6K | Buy |
102
+71
| +229% | +$4.18K | ﹤0.01% | 959 |
|
|
2022
Q1 | $2K | Buy |
31
+8
| +35% | +$516 | ﹤0.01% | 1506 |
|
|
2021
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1174 |
|