Sonen Capital’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $711K | Buy |
13,365
+6,431
| +93% | +$342K | 1.35% | 22 |
|
|
2023
Q3 | $373K | Buy |
+6,934
| New | +$373K | 0.73% | 49 |
|
|
2022
Q4 | – | Sell |
-4,941
| Closed | -$268K | – | 101 |
|
|
2022
Q3 | $268K | Sell |
4,941
-1,413
| -22% | -$76.6K | 0.43% | 89 |
|
|
2022
Q2 | $370K | Sell |
6,354
-1,405
| -18% | -$81.8K | 0.53% | 72 |
|
|
2022
Q1 | $560K | Hold |
7,759
| – | – | 0.68% | 56 |
|
|
2021
Q4 | $677K | Buy |
+7,759
| New | +$677K | 0.66% | 52 |
|