TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
POOL holding history
Pool Corp 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.
POOL overviewAll 13F holders of POOLFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,497
- Value
- $510.3K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,497 | $510.3K | 0.1% | −19−1.3% | Reduced | Holders |
| Q3 2024 | 1,516 | $571.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,516 | $465.8K | 0.1% | +14+0.9% | Added | Holders |
| Q1 2024 | 1,502 | $606.0K | 0.1% | −7−0.5% | Reduced | Holders |
| Q4 2023 | 1,509 | $601.8K | 0.1% | +3+0.2% | Added | Holders |
| Q3 2023 | 1,506 | $536.4K | 0.1% | −13−0.9% | Reduced | Holders |
| Q2 2023 | 1,519 | $569.1K | 0.1% | +28+1.9% | Added | Holders |
| Q1 2023 | 1,491 | $510.6K | 0.1% | +17+1.2% | Added | Holders |
| Q4 2022 | 1,474 | $445.7K | 0.1% | +371+33.6% | Added | Holders |
| Q3 2022 | 1,103 | $351.0K | 0.1% | −178−13.9% | Reduced | Holders |
| Q2 2022 | 1,281 | $450.0K | 0.1% | +1,281 | New | Holders |