Moneta Group Investment 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 | $316K | Buy |
4,160
+218
| +6% | +$16.6K | ﹤0.01% | 551 |
|
|
2025
Q1 | $259K | Sell |
3,942
-70
| -2% | -$4.6K | ﹤0.01% | 558 |
|
|
2024
Q4 | $283K | Buy |
4,012
+55
| +1% | +$3.89K | ﹤0.01% | 542 |
|
|
2024
Q3 | $246K | Sell |
3,957
-54
| -1% | -$3.35K | ﹤0.01% | 571 |
|
|
2024
Q2 | $224K | Buy |
4,011
+8
| +0.2% | +$447 | ﹤0.01% | 556 |
|
|
2024
Q1 | $258K | Sell |
4,003
-67
| -2% | -$4.31K | ﹤0.01% | 527 |
|
|
2023
Q4 | $217K | Buy |
4,070
+79
| +2% | +$4.2K | ﹤0.01% | 518 |
|
|
2023
Q3 | $215K | Sell |
3,991
-23
| -0.6% | -$1.24K | ﹤0.01% | 479 |
|
|
2023
Q2 | $212K | Sell |
4,014
-414
| -9% | -$21.9K | ﹤0.01% | 497 |
|
|
2023
Q1 | $232K | Buy |
4,428
+388
| +10% | +$20.3K | 0.01% | 468 |
|
|
2022
Q4 | $235K | Sell |
4,040
-1,046
| -21% | -$60.7K | 0.01% | 409 |
|
|
2022
Q3 | $276K | Sell |
5,086
-1,526
| -23% | -$82.8K | 0.01% | 368 |
|
|
2022
Q2 | $385K | Buy |
6,612
+2,343
| +55% | +$136K | 0.01% | 340 |
|
|
2022
Q1 | $308K | Sell |
4,269
-89
| -2% | -$6.42K | 0.01% | 356 |
|
|
2021
Q4 | $380K | Sell |
4,358
-153
| -3% | -$13.3K | 0.02% | 340 |
|
|
2021
Q3 | $371K | Buy |
4,511
+1,309
| +41% | +$108K | 0.02% | 328 |
|
|
2021
Q2 | $262K | Buy |
+3,202
| New | +$262K | 0.01% | 387 |
|