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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

CR holding history

Crane Co 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.

CR overviewAll 13F holders of CRFull Q4 2024 holdings

Shares (Q4 2024)
1,444
Value
$219.1K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of CR by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20241,444$219.1K<0.1%00.0%UnchangedHolders
Q3 20241,444$228.6K<0.1%00.0%UnchangedHolders
Q2 20241,444$209.4K<0.1%+1,444NewHolders
Q2 20220$00.0%−1,985−100.0%Sold outHolders
Q1 20221,985$215.0K<0.1%−8−0.4%ReducedHolders
Q4 20211,993$203.0K<0.1%+1,993NewHolders