WR Wealth Planners’s Trimble TRMB Stock Holding History

WR Wealth Planners’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12	Closed	-$745	–	1183
2024 Q3	$745	Hold	12	–	–	﹤0.01%	996
2024 Q2	$671	Hold	12	–	–	﹤0.01%	994
2024 Q1	$772	Buy	+12	New	+$684	﹤0.01%	997
2023 Q4	–	Sell	-12	Closed	-$646	–	801
2023 Q3	$646	Hold	12	–	–	﹤0.01%	849
2023 Q2	$635	Hold	12	–	–	﹤0.01%	842
2023 Q1	$629	Buy	+12	New	+$640	﹤0.01%	851

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

WR Wealth Planners's TRMB Position: Q4 2024 in Review

WR Wealth Planners sold out of Trimble (TRMB) in Q4 2024, closing a stake of 12 shares — an estimated $745 sold.

WR Wealth Planners first reported a position in TRMB in Q1 2023 and held it in 6 quarters. The position peaked at $772 in Q1 2024. 681 funds tracked by Wall St. Rank hold TRMB as of Q4 2024.

WR Wealth Planners reported no remaining Trimble position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 12 Trimble shares in Q4 2024, an estimated $745.
WR Wealth Planners first reported a position in Trimble in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's Trimble position peaked at $772 in Q1 2024.
681 funds tracked by Wall St. Rank held Trimble as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.