Venturi Wealth Management’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,223
| Closed | -$212K | – | 608 |
|
|
2025
Q1 | $212K | Buy |
3,223
+1,815
| +129% | +$119K | 0.01% | 530 |
|
|
2024
Q4 | $99.5K | Buy |
1,408
+981
| +230% | +$69.3K | ﹤0.01% | 782 |
|
|
2024
Q3 | $26.5K | Sell |
427
-184
| -30% | -$11.4K | ﹤0.01% | 950 |
|
|
2024
Q2 | $34.2K | Buy |
611
+397
| +186% | +$22.2K | ﹤0.01% | 782 |
|
|
2024
Q1 | $13.8K | Buy |
214
+36
| +20% | +$2.32K | ﹤0.01% | 842 |
|
|
2023
Q4 | $9.47K | Sell |
178
-242
| -58% | -$12.9K | ﹤0.01% | 887 |
|
|
2023
Q3 | $22.6K | Buy |
420
+13
| +3% | +$700 | ﹤0.01% | 592 |
|
|
2023
Q2 | $21.5K | Buy |
407
+203
| +100% | +$10.7K | ﹤0.01% | 537 |
|
|
2023
Q1 | $10.7K | Buy |
+204
| New | +$10.7K | ﹤0.01% | 703 |
|