Live Oak Private Wealth’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
$374K Hold
2025
Q2
$348K Hold
2025
Q1
$300K Hold
2024
Q4
$323K Hold
2024
Q3
$284K Hold
2024
Q2
$256K Hold
2024
Q1
$295K Hold
2023
Q4
$243K Hold
2023
Q3
$247K Hold
2023
Q2
$242K Hold
2023
Q1
$240K Hold
2022
Q4
$231K Hold
2022
Q3
$248K Hold
2022
Q2
$267K Hold
2022
Q1
$330K Sell
2021
Q4
$540K Hold
2021
Q3
$510K Buy