Trinity Financial Advisors LLC Purchases and Sells in Q1 2024

Trinity Financial Advisors LLC

21 operations

Stock	Shares change	Price Range	Shares Held
VTI	15.6K + 37.75%	$232.77 - $260.14 $3.63M - $4.06M	56.9K $14.8M
BRK-B	1.41K + 3.81%	$359.29 - $420.52 $505K - $591K	38.3K $16.1M
DFIV	22.8K + 4.02%	$33.15 - $36.75 $757K - $839K	590K $21.7M
SCHD	12.5K + 11.25%	$75.25 - $80.63 $940K - $1.01M	124K $9.96M
IJH	90.9K + 457.95%	$56.98 - $284.98 $5.18M - $25.9M	111K $6.73M
DFAS	15K + 18.03%	$56.66 - $62.34 $850K - $935K	98.2K $6.12M

3 operations

Stock	Shares change	Price Range	Shares Held
ICLR	627 New	$247.84 - $340.0 $155K - $213K	627 $210K
NEE	3.25K New	$54.97 - $63.91 $179K - $208K	3.25K $207K
DFAE	8.23K New	$22.74 - $24.88 $187K - $205K	8.23K $203K

25 operations

Stock	Shares change	Price Range	Shares Held
ORCC	-175K - 20.86%	N/A	665K $8.9M
VTV	-13.2K - 13.15%	$147.46 - $162.86 $1.95M - $2.15M	87.2K $14.2M
AAPL	-819 - 2.77%	$169.0 - $195.18 $138K - $160K	28.8K $4.93M
INTC	-5.58K - 42.76%	$41.83 - $49.55 $233K - $276K	7.47K $329K
SCHW	-4.65K - 59.53%	$61.89 - $72.38 $288K - $337K	3.16K $228K
TOST	-10.3K - 49.35%	$16.29 - $25.09 $168K - $259K	10.6K $263K

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