Trinity Wealth Management, LLC Purchases and Sells in Q3 2025

Trinity Wealth Management, LLC

  • $255 Million
  • Q3 2025

Top Buys

Incresed Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
13.6K
+ 75.18%
$250.97 - $282.66 $3.41M - $3.85M
31.7K $8.93M
25.7K
+ 2.1%
$25.21 - $25.99 $649K - $669K
1.25M $32.3M
1.15K
+ 1.29%
$72.65 - $78.68 $83.5K - $90.5K
90.1K $7.06M
5.54K
+ 1.94%
$43.81 - $46.31 $243K - $257K
292K $13.4M
1.53K
+ 2.01%
$54.35 - $59.32 $82.9K - $90.5K
77.5K $4.59M
7.23K
+ 2.4%
$50.85 - $51.35 $368K - $371K
309K $15.8M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
31.7K
New
$105.99 - $119.41 $3.36M - $3.78M
31.7K $3.75M
7.17K
New
$31.71 - $34.17 $227K - $245K
7.17K $245K
952
New
$174.36 - $254.72 $166K - $242K
952 $231K
648
New
$282.78 - $316.06 $183K - $205K
648 $204K
458
New
$293.94 - $444.72 $135K - $204K
458 $203K
63.7K
New
N/A
63.7K $0
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-27.2K
- 27.85%
$236.25 - $257.69 $6.42M - $7M
70.4K $18.1M
-5.46K
- 47.76%
$48.5 - $50.19 $265K - $274K
5.97K $299K
-1
- 0.06%
$234.77 - $292.47 $235 - $292
1.66K $469K
-50
- 2.56%
$298.82 - $354.89 $14.9K - $17.7K
1.9K $625K
-10
- 0.39%
$78.96 - $80.04 $790 - $800
2.53K $202K
-6
- 0.3%
$98.52 - $103.93 $591 - $624
1.98K $204K
View all
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email