United Capital 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 | $6.53M | Buy |
85,969
+872
| +1% | +$66.3K | 0.05% | 248 |
|
|
2025
Q1 | $5.59M | Sell |
85,097
-202
| -0.2% | -$13.3K | 0.05% | 259 |
|
|
2024
Q4 | $6.03M | Sell |
85,299
-260
| -0.3% | -$18.4K | 0.05% | 235 |
|
|
2024
Q3 | $5.31M | Sell |
85,559
-277
| -0.3% | -$17.2K | 0.04% | 251 |
|
|
2024
Q2 | $4.8M | Sell |
85,836
-7,068
| -8% | -$395K | 0.04% | 266 |
|
|
2024
Q1 | $5.98M | Sell |
92,904
-3,037
| -3% | -$195K | 0.05% | 253 |
|
|
2023
Q4 | $5.1M | Buy |
95,941
+6,476
| +7% | +$345K | 0.04% | 285 |
|
|
2023
Q3 | $4.82M | Sell |
89,465
-656
| -0.7% | -$35.3K | 0.03% | 304 |
|
|
2023
Q2 | $4.77M | Buy |
90,121
+19,900
| +28% | +$1.05M | 0.03% | 319 |
|
|
2023
Q1 | $3.68M | Buy |
70,221
+479
| +0.7% | +$25.1K | 0.02% | 356 |
|
|
2022
Q4 | $3.53M | Buy |
69,742
+18
| +0% | +$910 | 0.02% | 382 |
|
|
2022
Q3 | $3.78M | Sell |
69,724
-11,968
| -15% | -$650K | 0.02% | 369 |
|
|
2022
Q2 | $4.76M | Buy |
81,692
+11,753
| +17% | +$684K | 0.03% | 342 |
|
|
2022
Q1 | $5.05M | Buy |
69,939
+186
| +0.3% | +$13.4K | 0.02% | 364 |
|
|
2021
Q4 | $6.08M | Buy |
69,753
+30
| +0% | +$2.62K | 0.03% | 348 |
|
|
2021
Q3 | $5.74M | Sell |
69,723
-25
| -0% | -$2.06K | 0.03% | 357 |
|
|
2021
Q2 | $5.71M | Sell |
69,748
-1,369
| -2% | -$112K | 0.03% | 360 |
|
|
2021
Q1 | $5.53M | Buy |
71,117
+2,228
| +3% | +$173K | 0.03% | 347 |
|
|
2020
Q4 | $4.6M | Sell |
68,889
-3,390
| -5% | -$226K | 0.03% | 367 |
|
|
2020
Q3 | $3.52M | Sell |
72,279
-375
| -0.5% | -$18.3K | 0.02% | 396 |
|
|
2020
Q2 | $3.14M | Sell |
72,654
-113
| -0.2% | -$4.88K | 0.02% | 430 |
|
|
2020
Q1 | $2.32M | Sell |
72,767
-4,271
| -6% | -$136K | 0.02% | 465 |
|
|
2019
Q4 | $3.21M | Buy |
77,038
+2,100
| +3% | +$87.6K | 0.02% | 500 |
|
|
2019
Q3 | $2.91M | Sell |
74,938
-1,619
| -2% | -$62.8K | 0.02% | 515 |
|
|
2019
Q2 | $3.45M | Buy |
76,557
+253
| +0.3% | +$11.4K | 0.02% | 487 |
|
|
2019
Q1 | $3.08M | Sell |
76,304
-26,707
| -26% | -$1.08M | 0.02% | 501 |
|
|
2018
Q4 | $3.39M | Sell |
103,011
-28
| -0% | -$921 | 0.03% | 449 |
|
|
2018
Q3 | $4.48M | Buy |
103,039
+831
| +0.8% | +$36.1K | 0.03% | 451 |
|
|
2018
Q2 | $3.36M | Hold |
102,208
| – | – | 0.03% | 487 |
|
|
2018
Q1 | $3.67M | Buy |
102,208
+20,477
| +25% | +$735K | 0.03% | 462 |
|
|
2017
Q4 | $3.35M | Buy |
81,731
+104
| +0.1% | +$4.26K | 0.03% | 482 |
|
|
2017
Q3 | $3.2M | Sell |
81,627
-1,019
| -1% | -$40K | 0.03% | 468 |
|
|
2017
Q2 | $2.95M | Sell |
82,646
-842
| -1% | -$30K | 0.03% | 486 |
|
|
2017
Q1 | $2.67M | Sell |
83,488
-2,400
| -3% | -$76.8K | 0.02% | 496 |
|
|
2016
Q4 | $2.59M | Sell |
85,888
-600
| -0.7% | -$18.1K | 0.03% | 507 |
|
|
2016
Q3 | $2.47M | Sell |
86,488
-1,100
| -1% | -$31.4K | 0.02% | 539 |
|
|
2016
Q2 | $2.1M | Sell |
87,588
-2,629
| -3% | -$63.1K | 0.02% | 537 |
|
|
2016
Q1 | $2.24M | Sell |
90,217
-836
| -0.9% | -$20.7K | 0.02% | 507 |
|
|
2015
Q4 | $1.95M | Sell |
91,053
-17,337
| -16% | -$372K | 0.02% | 552 |
|
|
2015
Q3 | $1.78M | Sell |
108,390
-12,512
| -10% | -$205K | 0.02% | 548 |
|
|
2015
Q2 | $2.84M | Sell |
120,902
-9,129
| -7% | -$214K | 0.03% | 499 |
|
|
2015
Q1 | $3.31M | Sell |
130,031
-3,950
| -3% | -$100K | 0.04% | 437 |
|
|
2014
Q4 | $3.56M | Buy |
133,981
+29,227
| +28% | +$776K | 0.05% | 331 |
|
|
2014
Q3 | $3.2M | Buy |
104,754
+2,322
| +2% | +$70.8K | 0.06% | 325 |
|
|
2014
Q2 | $3.79M | Buy |
102,432
+12,237
| +14% | +$452K | 0.07% | 279 |
|
|
2014
Q1 | $3.51M | Buy |
90,195
+4,928
| +6% | +$192K | 0.07% | 262 |
|
|
2013
Q4 | $2.96M | Buy |
85,267
+77,890
| +1,056% | +$2.7M | 0.1% | 191 |
|
|
2013
Q3 | $219K | Sell |
7,377
-75,858
| -91% | -$2.25M | 0.01% | 615 |
|
|
2013
Q2 | $2.16M | Buy |
+83,235
| New | +$2.16M | 0.06% | 296 |
|