Mission 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 | $1.2M | Sell |
15,845
-654
| -4% | -$49.7K | 0.03% | 282 |
|
|
2025
Q1 | $1.08M | Buy |
16,499
+536
| +3% | +$35.2K | 0.03% | 271 |
|
|
2024
Q4 | $1.13M | Sell |
15,963
-2,307
| -13% | -$163K | 0.03% | 251 |
|
|
2024
Q3 | $1.13M | Sell |
18,270
-1,042
| -5% | -$64.7K | 0.03% | 252 |
|
|
2024
Q2 | $1.08M | Buy |
19,312
+33
| +0.2% | +$1.85K | 0.03% | 239 |
|
|
2024
Q1 | $1.24M | Sell |
19,279
-998
| -5% | -$64.2K | 0.03% | 234 |
|
|
2023
Q4 | $1.08M | Buy |
20,277
+1,145
| +6% | +$60.9K | 0.04% | 215 |
|
|
2023
Q3 | $1.03M | Sell |
19,132
-111
| -0.6% | -$5.98K | 0.04% | 207 |
|
|
2023
Q2 | $1.02M | Buy |
19,243
+7
| +0% | +$371 | 0.04% | 206 |
|
|
2023
Q1 | $1.01M | Buy |
19,236
+402
| +2% | +$21.1K | 0.04% | 202 |
|
|
2022
Q4 | $952K | Buy |
18,834
+415
| +2% | +$21K | 0.05% | 201 |
|
|
2022
Q3 | $1M | Buy |
18,419
+372
| +2% | +$20.2K | 0.05% | 178 |
|
|
2022
Q2 | $1.05M | Buy |
18,047
+2,750
| +18% | +$160K | 0.06% | 177 |
|
|
2022
Q1 | $1.1M | Buy |
15,297
+2,181
| +17% | +$157K | 0.05% | 176 |
|
|
2021
Q4 | $1.14M | Sell |
13,116
-32
| -0.2% | -$2.79K | 0.05% | 169 |
|
|
2021
Q3 | $1.08M | Buy |
13,148
+4,404
| +50% | +$362K | 0.06% | 160 |
|
|
2021
Q2 | $716K | Sell |
8,744
-120
| -1% | -$9.83K | 0.04% | 216 |
|
|
2021
Q1 | $690K | Buy |
8,864
+694
| +8% | +$54K | 0.04% | 202 |
|
|
2020
Q4 | $546K | Buy |
8,170
+3,432
| +72% | +$229K | 0.03% | 221 |
|
|
2020
Q3 | $231K | Buy |
4,738
+92
| +2% | +$4.49K | 0.02% | 323 |
|
|
2020
Q2 | $201K | Buy |
+4,646
| New | +$201K | 0.02% | 320 |
|