TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
MMM holding history
3M 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.
MMM overviewAll 13F holders of MMMFull Q4 2024 holdings
- Shares (Q4 2024)
- 15,411
- Value
- $1.99M
- % of portfolio
- 0.3%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 15,411 | $1.99M | 0.3% | +337+2.2% | Added | Holders |
| Q3 2024 | 15,074 | $2.06M | 0.3% | +317+2.1% | Added | Holders |
| Q2 2024 | 14,757 | $1.51M | 0.2% | +57+0.4% | Added | Holders |
| Q1 2024 | 14,700 | $1.56M | 0.3% | +14,700 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −2,431−100.0% | Sold out | Holders |
| Q1 2023 | 2,431 | $255.5K | 0.1% | −105−4.1% | Reduced | Holders |
| Q4 2022 | 2,536 | $304.2K | 0.1% | +25+1.0% | Added | Holders |
| Q3 2022 | 2,511 | $277.0K | 0.1% | +2,511 | New | Holders |