YHB Investment Advisors’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,658
| Closed | -$236K | – | 290 |
|
|
2022
Q4 | $236K | Hold |
4,658
| – | – | 0.03% | 262 |
|
|
2022
Q3 | $253K | Hold |
4,658
| – | – | 0.03% | 236 |
|
|
2022
Q2 | $271K | Buy |
4,658
+1,435
| +45% | +$83.5K | 0.03% | 232 |
|
|
2022
Q1 | $233K | Sell |
3,223
-700
| -18% | -$50.6K | 0.02% | 273 |
|
|
2021
Q4 | $342K | Sell |
3,923
-12
| -0.3% | -$1.05K | 0.03% | 244 |
|
|
2021
Q3 | $324K | Hold |
3,935
| – | – | 0.03% | 236 |
|
|
2021
Q2 | $322K | Hold |
3,935
| – | – | 0.03% | 239 |
|
|
2021
Q1 | $323K | Sell |
3,935
-1,885
| -32% | -$155K | 0.03% | 231 |
|
|
2020
Q4 | $389K | Sell |
5,820
-5
| -0.1% | -$334 | 0.04% | 209 |
|
|
2020
Q3 | $284K | Buy |
+5,825
| New | +$284K | 0.03% | 219 |
|
|
2019
Q3 | – | Sell |
-4,482
| Closed | -$202K | – | 188 |
|
|
2019
Q2 | $202K | Sell |
4,482
-1,500
| -25% | -$67.6K | 0.03% | 184 |
|
|
2019
Q1 | $242K | Buy |
+5,982
| New | +$242K | 0.04% | 173 |
|