TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
FOUR holding history
Shift4 Payments, 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.
FOUR overviewAll 13F holders of FOURFull Q4 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −31,060−100.0% | Sold out | Holders |
| Q2 2024 | 31,060 | $2.28M | 0.4% | +31,060 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −6,355−100.0% | Sold out | Holders |
| Q4 2023 | 6,355 | $472.4K | 0.1% | +2,000+45.9% | Added | Holders |
| Q3 2023 | 4,355 | $241.1K | <0.1% | +4,355 | New | Holders |