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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

TER holding history

Teradyne, 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.

TER overviewAll 13F holders of TERFull Q4 2024 holdings

Shares (Q4 2024)
2,116
Value
$266.5K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2021
Holdings of TER by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20242,116$266.5K<0.1%+508+31.6%AddedHolders
Q3 20241,608$215.4K<0.1%−95−5.6%ReducedHolders
Q2 20241,703$252.6K<0.1%+1,703NewHolders
Q2 20220$00.0%−3,935−100.0%Sold outHolders
Q1 20223,935$465.0K0.1%+353+9.9%AddedHolders
Q4 20213,582$586.0K0.1%−5−0.1%ReducedHolders
Q3 20213,587$392.0K0.1%+3,587NewHolders