TrinityPoint Wealth, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, TrinityPoint Wealth, LLC opened 18 positions, added to 119, reduced 60, sold out of 11 and left 10 unchanged. The largest increase in value was AMZN (+$3,469,674); the largest decrease was CVS (-$3,839,292).
- PEG: Country of operation United States; Class COM; Shares 2024-09-30 9,083; Shares 2024-12-31 9,083.
- HEI: Country of operation United States; Class COM; Shares 2024-09-30 1,211; Shares 2024-12-31 1,211.
- AFL: Country of operation United States; Class COM; Shares 2024-09-30 2,980; Shares 2024-12-31 2,980.
- WTRG: Country of operation United States; Class COM; Shares 2024-09-30 10,963; Shares 2024-12-31 10,963.
Two Form 13F-HR filings compared (SEC CIK 1766510): 2024-09-30 (filed 2024-11-07) and 2024-12-31 (filed 2025-02-14). 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; share change is the position change.
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