Live Oak Private Wealth’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
4,577
| – | – | 0.05% | 144 |
|
|
2025
Q1 | $300K | Hold |
4,577
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $323K | Hold |
4,577
| – | – | 0.05% | 140 |
|
|
2024
Q3 | $284K | Hold |
4,577
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $256K | Hold |
4,577
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $295K | Hold |
4,577
| – | – | 0.05% | 139 |
|
|
2023
Q4 | $243K | Hold |
4,577
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $247K | Hold |
4,577
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $242K | Hold |
4,577
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $240K | Hold |
4,577
| – | – | 0.05% | 140 |
|
|
2022
Q4 | $231K | Hold |
4,577
| – | – | 0.05% | 151 |
|
|
2022
Q3 | $248K | Hold |
4,577
| – | – | 0.06% | 143 |
|
|
2022
Q2 | $267K | Hold |
4,577
| – | – | 0.06% | 146 |
|
|
2022
Q1 | $330K | Sell |
4,577
-1,621
| -26% | -$117K | 0.06% | 140 |
|
|
2021
Q4 | $540K | Hold |
6,198
| – | – | 0.1% | 117 |
|
|
2021
Q3 | $510K | Buy |
+6,198
| New | +$510K | 0.1% | 120 |
|