Summit Trail 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 | $689K | Buy |
+9,071
| New | +$689K | 0.01% | 605 |
|
|
2024
Q4 | – | Sell |
-3,879
| Closed | -$241K | – | 735 |
|
|
2024
Q3 | $241K | Sell |
3,879
-480
| -11% | -$29.8K | 0.01% | 616 |
|
|
2024
Q2 | $244K | Sell |
4,359
-34
| -0.8% | -$1.9K | 0.01% | 541 |
|
|
2024
Q1 | $283K | Buy |
+4,393
| New | +$283K | 0.01% | 483 |
|
|
2018
Q1 | – | Sell |
-5,162
| Closed | -$223K | – | 1550 |
|
|
2017
Q4 | $223K | Buy |
+5,162
| New | +$223K | 0.03% | 394 |
|