MA
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Montag & Associates’s Trimble TRMB Stock Holding History

Montag & Associates’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$155K Sell
2,037
-5,006
-71% -$380K 0.01% 426
2025
Q1 		$462K Buy
7,043
+3
+0% +$197 0.02% 318
2024
Q4 		$497K Buy
+7,040
New +$497K 0.02% 321