Page 26 - Trinitypoint Wealth News Today

TrinityPoint Wealth LLC lessened its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 1.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,160 shares of the energy producer’s stock after selling 124 shares during the quarter. TrinityPoint Wealth LLC’s holdings in […]

Carlton Hofferkamp & Jenks Wealth Management LLC decreased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 44,253 shares of the cell phone carrier’s stock after selling 1,179 shares […]

TrinityPoint Wealth LLC raised its stake in Accenture plc (NYSE:ACN – Free Report) by 12.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,695 shares of the information technology services provider’s stock after acquiring an additional 422 shares during the period. TrinityPoint Wealth […]

Pinnacle Wealth Planning Services Inc. decreased its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 4.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,016 shares of the fast-food giant’s stock after selling 500 shares during the quarter. […]

TrinityPoint Wealth LLC lowered its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 5.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,518 shares of the technology company’s stock after selling 222 shares during the period. TrinityPoint Wealth LLC’s holdings […]

TrinityPoint Wealth LLC raised its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 71,045 shares of the company’s stock after acquiring an additional 164 shares during […]

Greenup Street Wealth Management LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 9,644 shares of the entertainment giant’s stock after purchasing an additional 145 shares during the period. Greenup Street […]

T-Mobile US, Inc. (NASDAQ:TMUS – Get Free Report) insider Ulf Ewaldsson sold 20,000 shares of T-Mobile US stock in a transaction on Wednesday, November 1st. The stock was sold at an average price of $144.02, for a total value of $2,880,400.00. Following the transaction, the insider now directly owns 36,727 shares of the company’s stock, […]

TrinityPoint Wealth LLC decreased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.1% in the 2nd quarter, Holdings Channel reports. The firm owned 2,202 shares of the semiconductor manufacturer’s stock after selling 94 shares during the period. TrinityPoint Wealth LLC’s holdings in Broadcom were worth $1,910,000 at the end of the […]

HBK Sorce Advisory LLC reduced its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 56.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,588 shares of the utilities provider’s stock after selling 46,492 shares during […]