OWM
Opes Wealth Management’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
16,260
| – | – | 0.22% | 63 |
|
|
2025
Q1 | $1.07M | Hold |
16,260
| – | – | 0.22% | 62 |
|
|
2024
Q4 | $1.15M | Hold |
16,260
| – | – | 0.24% | 57 |
|
|
2024
Q3 | $1.01M | Hold |
16,260
| – | – | 0.19% | 60 |
|
|
2024
Q2 | $909K | Sell |
16,260
-2,600
| -14% | -$145K | 0.19% | 60 |
|
|
2024
Q1 | $1.21M | Buy |
18,860
+10
| +0.1% | +$644 | 0.28% | 54 |
|
|
2023
Q4 | $823K | Sell |
18,850
-10
| -0.1% | -$437 | 0.2% | 64 |
|
|
2023
Q3 | $1.02M | Buy |
18,860
+10
| +0.1% | +$539 | 0.28% | 56 |
|
|
2023
Q2 | $723K | Hold |
18,850
| – | – | 0.21% | 57 |
|
|
2023
Q1 | $723K | Hold |
18,850
| – | – | 0.23% | 53 |
|
|
2022
Q4 | $723K | Hold |
18,850
| – | – | 0.26% | 57 |
|
|
2022
Q3 | $723K | Buy |
+18,850
| New | +$723K | 0.29% | 51 |
|
|
2022
Q2 | – | Sell |
-18,850
| Closed | -$723K | – | 106 |
|
|
2022
Q1 | $723K | Hold |
18,850
| – | – | 0.24% | 57 |
|
|
2021
Q4 | $723K | Hold |
18,850
| – | – | 0.22% | 56 |
|
|
2021
Q3 | $723K | Hold |
18,850
| – | – | 0.26% | 52 |
|
|
2021
Q2 | $723K | Hold |
18,850
| – | – | 0.27% | 47 |
|
|
2021
Q1 | $723K | Hold |
18,850
| – | – | 0.28% | 44 |
|
|
2020
Q4 | $723K | Hold |
18,850
| – | – | 0.35% | 40 |
|
|
2020
Q3 | $723K | Hold |
18,850
| – | – | 0.35% | 38 |
|
|
2020
Q2 | $723K | Buy |
+18,850
| New | +$723K | 0.37% | 38 |
|