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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

SWAV holding history

Shockwave Medical, 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.

SWAV overviewAll 13F holders of SWAVFull Q4 2024 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of SWAV by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−959−100.0%Sold outHolders
Q3 2022959$267.0K0.1%+959NewHolders
Q1 20220$00.0%−1,999−100.0%Sold outHolders
Q4 20211,999$356.0K0.1%−204−9.3%ReducedHolders
Q3 20212,203$454.0K0.1%−35−1.6%ReducedHolders
Q2 20212,238$425.0K0.1%+422+23.2%AddedHolders
Q1 20211,816$237.0K0.1%––Holders

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