Physician 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 | $456K | Hold |
6,000
| – | – | 0.07% | 104 |
|
|
2025
Q1 | $394K | Sell |
6,000
-138
| -2% | -$9.06K | 0.07% | 108 |
|
|
2024
Q4 | $434K | Hold |
6,138
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $379K | Hold |
6,138
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $360K | Sell |
6,138
-8
| -0.1% | -$469 | 0.07% | 113 |
|
|
2024
Q1 | $362K | Buy |
6,146
+8
| +0.1% | +$471 | 0.08% | 109 |
|
|
2023
Q4 | $310K | Hold |
6,138
| – | – | 0.07% | 119 |
|
|
2023
Q3 | $318K | Hold |
6,138
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $320K | Hold |
6,138
| – | – | 0.08% | 103 |
|
|
2023
Q1 | $292K | Hold |
6,138
| – | – | 0.08% | 111 |
|
|
2022
Q4 | $345K | Hold |
6,138
| – | – | 0.09% | 95 |
|
|
2022
Q3 | $354K | Hold |
6,138
| – | – | 0.11% | 94 |
|
|
2022
Q2 | $428K | Hold |
6,138
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $429K | Hold |
6,138
| – | – | 0.11% | 92 |
|
|
2021
Q4 | $486K | Hold |
6,138
| – | – | 0.13% | 89 |
|
|
2021
Q3 | $521K | Hold |
6,138
| – | – | 0.14% | 85 |
|
|
2021
Q2 | $505K | Hold |
6,138
| – | – | 0.14% | 83 |
|
|
2021
Q1 | $514K | Hold |
6,138
| – | – | 0.17% | 80 |
|
|
2020
Q4 | $445K | Buy |
6,138
+138
| +2% | +$10K | 0.15% | 84 |
|
|
2020
Q3 | $304K | Hold |
6,000
| – | – | 0.12% | 96 |
|
|
2020
Q2 | $290K | Buy |
+6,000
| New | +$290K | 0.12% | 104 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$257K | – | 126 |
|
|
2019
Q4 | $257K | Buy |
+6,000
| New | +$257K | 0.11% | 95 |
|