AWM
Axxcess Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
91,564
-502
| -0.5% | -$21.6K | 0.09% | 174 |
|
|
2025
Q1 | $3.79M | Buy |
92,066
+11,001
| +14% | +$453K | 0.1% | 164 |
|
|
2024
Q4 | $3.52M | Buy |
81,065
+3,307
| +4% | +$143K | 0.08% | 174 |
|
|
2024
Q3 | $3.33M | Buy |
77,758
+7,376
| +10% | +$315K | 0.08% | 184 |
|
|
2024
Q2 | $2.73M | Sell |
70,382
-12,213
| -15% | -$474K | 0.07% | 205 |
|
|
2024
Q1 | $3.22M | Buy |
82,595
+8,851
| +12% | +$345K | 0.09% | 177 |
|
|
2023
Q4 | $2.72M | Buy |
73,744
+11,699
| +19% | +$432K | 0.08% | 198 |
|
|
2023
Q3 | $1.78M | Buy |
62,045
+22,608
| +57% | +$647K | 0.06% | 224 |
|
|
2023
Q2 | $1.2M | Sell |
39,437
-2,049
| -5% | -$62.2K | 0.09% | 198 |
|
|
2023
Q1 | $1.41M | Buy |
41,486
+1,094
| +3% | +$37.3K | 0.11% | 176 |
|
|
2022
Q4 | $1.74M | Sell |
40,392
-2,400
| -6% | -$103K | 0.14% | 140 |
|
|
2022
Q3 | $1.86M | Buy |
42,792
+4,035
| +10% | +$176K | 0.18% | 109 |
|
|
2022
Q2 | $1.84M | Sell |
38,757
-3,855
| -9% | -$183K | 0.17% | 115 |
|
|
2022
Q1 | $2.42M | Sell |
42,612
-498
| -1% | -$28.2K | 0.19% | 103 |
|
|
2021
Q4 | $2.53M | Buy |
+43,110
| New | +$2.53M | 0.18% | 95 |
|