Mount Yale Investment Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $693K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $687K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $5K | Buy |
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