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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overviewAll 13F holders of APDFull Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of APD by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,241−100.0%Sold outHolders
Q1 20242,241$542.9K0.1%−52−2.3%ReducedHolders
Q4 20232,293$627.9K0.1%+21+0.9%AddedHolders
Q3 20232,272$643.8K0.1%+9+0.4%AddedHolders
Q2 20232,263$677.8K0.1%+3+0.1%AddedHolders
Q1 20232,260$649.2K0.1%+47+2.1%AddedHolders
Q4 20222,213$682.2K0.2%+152+7.4%AddedHolders
Q3 20222,061$480.0K0.1%+197+10.6%AddedHolders
Q2 20221,864$448.0K0.1%+10+0.5%AddedHolders
Q1 20221,854$463.0K0.1%+62+3.5%AddedHolders
Q4 20211,792$545.0K0.1%+27+1.5%AddedHolders
Q3 20211,765$452.0K0.1%+62+3.6%AddedHolders
Q2 20211,703$490.0K0.1%−286−14.4%ReducedHolders
Q1 20211,989$560.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.