TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
RHI holding history
Robert Half 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.
RHI overviewAll 13F holders of RHIFull Q4 2024 holdings
- Shares (Q4 2024)
- 5,012
- Value
- $353.2K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 5,012 | $353.2K | <0.1% | +34+0.7% | Added | Holders |
| Q3 2024 | 4,978 | $335.6K | <0.1% | +64+1.3% | Added | Holders |
| Q2 2024 | 4,914 | $314.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 4,914 | $389.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 4,914 | $432.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 4,914 | $360.1K | 0.1% | −597−10.8% | Reduced | Holders |
| Q2 2023 | 5,511 | $414.6K | 0.1% | −234−4.1% | Reduced | Holders |
| Q1 2023 | 5,745 | $462.9K | 0.1% | −322−5.3% | Reduced | Holders |
| Q4 2022 | 6,067 | $448.0K | 0.1% | −171−2.7% | Reduced | Holders |
| Q3 2022 | 6,238 | $477.0K | 0.1% | +426+7.3% | Added | Holders |
| Q2 2022 | 5,812 | $435.0K | 0.1% | +479+9.0% | Added | Holders |
| Q1 2022 | 5,333 | $609.0K | 0.1% | +5,333 | New | Holders |