Schechter Investment Advisors’s Trimble TRMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $594K | Sell |
9,049
-108
| -1% | -$7.09K | 0.05% | 330 |
|
|
2024
Q4 | $647K | Buy |
9,157
+2,868
| +46% | +$203K | 0.05% | 328 |
|
|
2024
Q3 | $390K | Buy |
6,289
+1,812
| +40% | +$113K | 0.03% | 442 |
|
|
2024
Q2 | $250K | Buy |
4,477
+557
| +14% | +$31.1K | 0.02% | 510 |
|
|
2024
Q1 | $252K | Sell |
3,920
-81
| -2% | -$5.21K | 0.02% | 530 |
|
|
2023
Q4 | $213K | Sell |
4,001
-821
| -17% | -$43.7K | 0.02% | 551 |
|
|
2023
Q3 | $260K | Buy |
4,822
+75
| +2% | +$4.04K | 0.03% | 485 |
|
|
2023
Q2 | $251K | Buy |
4,747
+320
| +7% | +$16.9K | 0.02% | 527 |
|
|
2023
Q1 | $232K | Sell |
4,427
-216
| -5% | -$11.3K | 0.02% | 579 |
|
|
2022
Q4 | $235K | Buy |
4,643
+114
| +3% | +$5.76K | 0.02% | 703 |
|
|
2022
Q3 | $245K | Sell |
4,529
-477
| -10% | -$25.8K | 0.02% | 774 |
|
|
2022
Q2 | $292K | Buy |
5,006
+602
| +14% | +$35.1K | 0.03% | 720 |
|
|
2022
Q1 | $318K | Buy |
4,404
+18
| +0.4% | +$1.3K | 0.03% | 686 |
|
|
2021
Q4 | $382K | Buy |
+4,386
| New | +$382K | 0.03% | 595 |
|