ProVise Management Group’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,438
| Closed | -$343K | – | 349 |
|
|
2023
Q4 | $343K | Sell |
6,438
-230
| -3% | -$12.2K | 0.03% | 272 |
|
|
2023
Q3 | $359K | Sell |
6,668
-1,947
| -23% | -$105K | 0.03% | 254 |
|
|
2023
Q2 | $456K | Buy |
8,615
+164
| +2% | +$8.68K | 0.04% | 235 |
|
|
2023
Q1 | $443K | Buy |
+8,451
| New | +$443K | 0.04% | 238 |
|