Lyell Wealth Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,200
| Closed | -$473K | – | 228 |
|
|
2025
Q1 | $473K | Hold |
7,200
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $509K | Hold |
7,200
| – | – | 0.05% | 142 |
|
|
2024
Q3 | $447K | Hold |
7,200
| – | – | 0.04% | 152 |
|
|
2024
Q2 | $403K | Hold |
7,200
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $463K | Hold |
7,200
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $383K | Sell |
7,200
-200
| -3% | -$10.6K | 0.04% | 145 |
|
|
2023
Q3 | $399K | Hold |
7,400
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $392K | Hold |
7,400
| – | – | 0.05% | 141 |
|
|
2023
Q1 | $388K | Hold |
7,400
| – | – | 0.05% | 150 |
|
|
2022
Q4 | $374K | Hold |
7,400
| – | – | 0.06% | 150 |
|
|
2022
Q3 | $402K | Buy |
+7,400
| New | +$402K | 0.07% | 140 |
|