One Wealth 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 | $588K | Buy |
7,743
+576
| +8% | +$43.8K | 0.08% | 141 |
|
|
2025
Q1 | $471K | Buy |
7,167
+121
| +2% | +$7.94K | 0.07% | 154 |
|
|
2024
Q4 | $498K | Buy |
7,046
+1,582
| +29% | +$112K | 0.07% | 121 |
|
|
2024
Q3 | $339K | Buy |
5,464
+542
| +11% | +$33.7K | 0.05% | 181 |
|
|
2024
Q2 | $254K | Buy |
4,922
+1,351
| +38% | +$69.8K | 0.05% | 182 |
|
|
2024
Q1 | $230K | Buy |
+3,571
| New | +$230K | 0.04% | 220 |
|
|
2023
Q1 | – | Sell |
-1,101
| Closed | -$55.7K | – | 561 |
|
|
2022
Q4 | $55.7K | Buy |
+1,101
| New | +$55.7K | 0.01% | 397 |
|
|
2019
Q2 | – | Sell |
-146
| Closed | -$6K | – | 456 |
|
|
2019
Q1 | $6K | Buy |
+146
| New | +$6K | ﹤0.01% | 356 |
|
|
2018
Q4 | – | Sell |
-368
| Closed | -$16K | – | 436 |
|
|
2018
Q3 | $16K | Hold |
368
| – | – | 0.01% | 334 |
|
|
2018
Q2 | $12K | Hold |
368
| – | – | 0.01% | 336 |
|
|
2018
Q1 | $13K | Sell |
368
-21
| -5% | -$742 | 0.01% | 313 |
|
|
2017
Q4 | $16K | Buy |
+389
| New | +$16K | 0.01% | 339 |
|