True Wealth Design’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
1,349
-106
| -7% | -$8.05K | 0.04% | 103 |
|
|
2025
Q1 | $95.5K | Buy |
1,455
+163
| +13% | +$10.7K | 0.04% | 100 |
|
|
2024
Q4 | $91.3K | Buy |
1,292
+12
| +0.9% | +$848 | 0.04% | 78 |
|
|
2024
Q3 | $79.5K | Buy |
1,280
+1,266
| +9,043% | +$78.6K | 0.03% | 76 |
|
|
2024
Q2 | $783 | Buy |
14
+6
| +75% | +$336 | ﹤0.01% | 563 |
|
|
2024
Q1 | $515 | Buy |
8
+4
| +100% | +$258 | ﹤0.01% | 623 |
|
|
2023
Q4 | $213 | Hold |
4
| – | – | ﹤0.01% | 671 |
|
|
2023
Q3 | $216 | Hold |
4
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $212 | Hold |
4
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $210 | Buy |
4
+1
| +33% | +$53 | ﹤0.01% | 723 |
|
|
2022
Q4 | $152 | Buy |
+3
| New | +$152 | ﹤0.01% | 701 |
|