TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
TRV holding history
Travelers Companies, 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.
TRV overviewAll 13F holders of TRVFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,318
- Value
- $317.5K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,318 | $317.5K | <0.1% | −17−1.3% | Reduced | Holders |
| Q3 2024 | 1,335 | $312.4K | <0.1% | +1+0.1% | Added | Holders |
| Q2 2024 | 1,334 | $271.3K | <0.1% | −26−1.9% | Reduced | Holders |
| Q1 2024 | 1,360 | $312.9K | 0.1% | −195−12.5% | Reduced | Holders |
| Q4 2023 | 1,555 | $296.3K | 0.1% | −13−0.8% | Reduced | Holders |
| Q3 2023 | 1,568 | $256.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,568 | $272.3K | 0.1% | +1+0.1% | Added | Holders |
| Q1 2023 | 1,567 | $268.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,567 | $293.8K | 0.1% | −2−0.1% | Reduced | Holders |
| Q3 2022 | 1,569 | $240.0K | 0.1% | +1,569 | New | Holders |