Mount Yale 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 | $618K | Buy |
8,135
+874
| +12% | +$66.4K | 0.05% | 300 |
|
|
2025
Q1 | $477K | Buy |
7,261
+40
| +0.6% | +$2.63K | 0.04% | 334 |
|
|
2024
Q4 | $510K | Buy |
7,221
+3,223
| +81% | +$228K | 0.04% | 337 |
|
|
2024
Q3 | $248K | Buy |
+3,998
| New | +$248K | 0.02% | 484 |
|
|
2023
Q2 | – | Sell |
-13,217
| Closed | -$693K | – | 511 |
|
|
2023
Q1 | $693K | Buy |
+13,217
| New | +$693K | 0.08% | 251 |
|
|
2022
Q4 | – | Sell |
-11,847
| Closed | -$643K | – | 492 |
|
|
2022
Q3 | $643K | Buy |
11,847
+51
| +0.4% | +$2.77K | 0.09% | 236 |
|
|
2022
Q2 | $687K | Buy |
+11,796
| New | +$687K | 0.09% | 234 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$5K | – | 743 |
|
|
2018
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 883 |
|
|
2018
Q2 | $4K | Hold |
133
| – | – | ﹤0.01% | 894 |
|
|
2018
Q1 | $5K | Buy |
+133
| New | +$5K | ﹤0.01% | 884 |
|