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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q4 2024 holdings

Shares (Q4 2024)
5,569
Value
$3.19M
% of portfolio
0.4%
Quarters held
16
Since Q1 2021
Holdings of GS by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20245,569$3.19M0.4%+391+7.6%AddedHolders
Q3 20245,178$2.56M0.4%+34+0.7%AddedHolders
Q2 20245,144$2.33M0.4%+3,843+295.4%AddedHolders
Q1 20241,301$543.3K0.1%+24+1.9%AddedHolders
Q4 20231,277$492.7K0.1%−87−6.4%ReducedHolders
Q3 20231,364$441.2K0.1%+4+0.3%AddedHolders
Q2 20231,360$438.7K0.1%−2,674−66.3%ReducedHolders
Q1 20234,034$1.32M0.3%+5+0.1%AddedHolders
Q4 20224,029$1.38M0.3%−196−4.6%ReducedHolders
Q3 20224,225$1.24M0.3%+358+9.3%AddedHolders
Q2 20223,867$1.15M0.3%−175−4.3%ReducedHolders
Q1 20224,042$1.33M0.2%+790+24.3%AddedHolders
Q4 20213,252$1.24M0.2%+73+2.3%AddedHolders
Q3 20213,179$1.20M0.2%+1,778+126.9%AddedHolders
Q2 20211,401$532.0K0.1%−98−6.5%ReducedHolders
Q1 20211,499$490.0K0.1%––Holders

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