Sequoia Financial 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 | $705K | Buy |
9,277
+5,426
| +141% | +$412K | ﹤0.01% | 833 |
|
|
2025
Q1 | $253K | Sell |
3,851
-42
| -1% | -$2.76K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $275K | Sell |
3,893
-88
| -2% | -$6.22K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $247K | Buy |
3,981
+219
| +6% | +$13.6K | ﹤0.01% | 1065 |
|
|
2024
Q2 | $210K | Sell |
3,762
-99
| -3% | -$5.54K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $248K | Buy |
+3,861
| New | +$248K | ﹤0.01% | 944 |
|
|
2023
Q1 | – | Sell |
-3,995
| Closed | -$202K | – | 868 |
|
|
2022
Q4 | $202K | Buy |
+3,995
| New | +$202K | 0.01% | 731 |
|