Steward Partners Investment Advisory’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
3,307
+363
| +12% | +$27.6K | ﹤0.01% | 1643 |
|
|
2025
Q1 | $193K | Buy |
2,944
+334
| +13% | +$21.9K | ﹤0.01% | 1667 |
|
|
2024
Q4 | $184K | Buy |
2,610
+193
| +8% | +$13.6K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $150K | Sell |
2,417
-144
| -6% | -$8.94K | ﹤0.01% | 1662 |
|
|
2024
Q2 | $143K | Hold |
2,561
| – | – | ﹤0.01% | 1604 |
|
|
2024
Q1 | $165K | Hold |
2,561
| – | – | ﹤0.01% | 1521 |
|
|
2023
Q4 | $136K | Buy |
2,561
+1,696
| +196% | +$90.2K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $46.6K | Hold |
865
| – | – | ﹤0.01% | 1944 |
|
|
2023
Q2 | $45.8K | Hold |
865
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q1 | $45.3K | Sell |
865
-160
| -16% | -$8.39K | ﹤0.01% | 1896 |
|
|
2022
Q4 | $51.8K | Sell |
1,025
-700
| -41% | -$35.4K | ﹤0.01% | 1821 |
|
|
2022
Q3 | $94K | Hold |
1,725
| – | – | ﹤0.01% | 1523 |
|
|
2022
Q2 | $100K | Sell |
1,725
-140
| -8% | -$8.12K | ﹤0.01% | 1493 |
|
|
2022
Q1 | $135K | Buy |
1,865
+857
| +85% | +$62K | ﹤0.01% | 1476 |
|
|
2021
Q4 | $88K | Sell |
1,008
-300
| -23% | -$26.2K | ﹤0.01% | 1649 |
|
|
2021
Q3 | $108K | Sell |
1,308
-455
| -26% | -$37.6K | ﹤0.01% | 1510 |
|
|
2021
Q2 | $144K | Buy |
1,763
+1,455
| +472% | +$119K | ﹤0.01% | 1816 |
|
|
2021
Q1 | $24K | Hold |
308
| – | – | ﹤0.01% | 2387 |
|
|
2020
Q4 | $21K | Hold |
308
| – | – | ﹤0.01% | 2048 |
|
|
2020
Q3 | $15K | Hold |
308
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q2 | $13K | Hold |
308
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q1 | $9K | Hold |
308
| – | – | ﹤0.01% | 1912 |
|
|
2019
Q4 | $12K | Hold |
308
| – | – | ﹤0.01% | 1962 |
|
|
2019
Q3 | $11K | Hold |
308
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q2 | $13K | Buy |
+308
| New | +$13K | ﹤0.01% | 1882 |
|
|
2018
Q4 | – | Sell |
-308
| Closed | -$13K | – | 2048 |
|
|
2018
Q3 | $13K | Hold |
308
| – | – | ﹤0.01% | 1777 |
|
|
2018
Q2 | $10K | Hold |
308
| – | – | ﹤0.01% | 1747 |
|
|
2018
Q1 | $11K | Hold |
308
| – | – | ﹤0.01% | 1552 |
|
|
2017
Q4 | $12K | Buy |
308
+184
| +148% | +$7.17K | ﹤0.01% | 1308 |
|
|
2017
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 1297 |
|
|
2017
Q1 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 1262 |
|