SWA
Sax Wealth Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
5,851
-227
| -4% | -$17.2K | 0.03% | 274 |
|
|
2025
Q1 | $399K | Buy |
6,078
+756
| +14% | +$49.6K | 0.03% | 247 |
|
|
2024
Q4 | $376K | Buy |
5,322
+1,059
| +25% | +$74.8K | 0.03% | 234 |
|
|
2024
Q3 | $265K | Buy |
4,263
+597
| +16% | +$37.1K | 0.02% | 235 |
|
|
2024
Q2 | $205K | Buy |
+3,666
| New | +$205K | 0.02% | 261 |
|