TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
SHEL holding history
Shell plc 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.
SHEL overviewAll 13F holders of SHELFull Q4 2024 holdings
- Shares (Q4 2024)
- 12,574
- Value
- $787.8K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 12,574 | $787.8K | 0.1% | +1,213+10.7% | Added | Holders |
| Q3 2024 | 11,361 | $749.3K | 0.1% | +353+3.2% | Added | Holders |
| Q2 2024 | 11,008 | $794.5K | 0.1% | +92+0.8% | Added | Holders |
| Q1 2024 | 10,916 | $731.8K | 0.1% | +861+8.6% | Added | Holders |
| Q4 2023 | 10,055 | $661.6K | 0.1% | +30.0% | Added | Holders |
| Q3 2023 | 10,052 | $647.1K | 0.1% | +102+1.0% | Added | Holders |
| Q2 2023 | 9,950 | $600.8K | 0.1% | −24−0.2% | Reduced | Holders |
| Q1 2023 | 9,974 | $573.9K | 0.1% | +299+3.1% | Added | Holders |
| Q4 2022 | 9,675 | $551.0K | 0.1% | +122+1.3% | Added | Holders |
| Q3 2022 | 9,553 | $475.0K | 0.1% | +9,553 | New | Holders |