TrinityPoint Wealth, LLC historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, TrinityPoint Wealth, LLC opened 1 positions, added to 7, reduced 5 and sold out of 9.
- Q4 2024: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 3,440.
- Q3 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 1,440.
- Q3 2024: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 3,008.
- Q2 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 1,417.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1766510), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
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