TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q4 2024 holdings
- Shares (Q4 2024)
- 10,602
- Value
- $241.4K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 10,602 | $241.4K | <0.1% | +1,250+13.4% | Added | Holders |
| Q3 2024 | 9,352 | $205.7K | <0.1% | +9,352 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −10,600−100.0% | Sold out | Holders |
| Q3 2023 | 10,600 | $159.2K | <0.1% | −3,520−24.9% | Reduced | Holders |
| Q2 2023 | 14,120 | $225.2K | <0.1% | −4,386−23.7% | Reduced | Holders |
| Q1 2023 | 18,506 | $356.2K | 0.1% | +331+1.8% | Added | Holders |
| Q4 2022 | 18,175 | $334.6K | 0.1% | −4,302−19.1% | Reduced | Holders |
| Q3 2022 | 22,477 | $345.0K | 0.1% | −1,715−7.1% | Reduced | Holders |
| Q2 2022 | 24,192 | $507.0K | 0.1% | −711−2.9% | Reduced | Holders |
| Q1 2022 | 24,903 | $588.0K | 0.1% | −1,674−6.3% | Reduced | Holders |
| Q4 2021 | 26,577 | $654.0K | 0.1% | −5,709−17.7% | Reduced | Holders |
| Q3 2021 | 32,286 | $872.0K | 0.2% | +3,330+11.5% | Added | Holders |
| Q2 2021 | 28,956 | $833.0K | 0.2% | −6,350−18.0% | Reduced | Holders |
| Q1 2021 | 35,306 | $1.07M | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.