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Trinity Financial Advisors’s P3 Health Partners PIII Stock Holding History

Trinity Financial Advisors’s Portfolio PIII Stock Details PIII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$161K Sell
25,500
-1,252,537
-98% -$7.89M 0.05% 90
2025
Q1 		$222K Buy
1,278,037
+234,500
+22% +$40.8K 0.08% 83
2024
Q4 		$261K Buy
+1,043,537
New +$261K 0.1% 67