AEPWM
Atlantic Edge Private Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.6K | Sell |
2,246
-575
| -20% | -$24.7K | 0.03% | 166 |
|
|
2025
Q1 | $116K | Buy |
2,821
+75
| +3% | +$3.09K | 0.04% | 151 |
|
|
2024
Q4 | $119K | Sell |
2,746
-125
| -4% | -$5.42K | 0.04% | 152 |
|
|
2024
Q3 | $123K | Buy |
2,871
+700
| +32% | +$29.9K | 0.04% | 152 |
|
|
2024
Q2 | $84.3K | Buy |
2,171
+160
| +8% | +$6.22K | 0.03% | 166 |
|
|
2024
Q1 | $78.4K | Sell |
2,011
-106
| -5% | -$4.13K | 0.03% | 163 |
|
|
2023
Q4 | $78.2K | Buy |
+2,117
| New | +$78.2K | 0.03% | 161 |
|