BWM
BCS Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
29,869
+968
| +3% | +$41.6K | 0.28% | 73 |
|
|
2025
Q1 | $1.19M | Buy |
28,901
+125
| +0.4% | +$5.14K | 0.31% | 75 |
|
|
2024
Q4 | $1.25M | Sell |
28,776
-1,452
| -5% | -$63K | 0.31% | 70 |
|
|
2024
Q3 | $1.29M | Sell |
30,228
-197
| -0.6% | -$8.43K | 0.55% | 45 |
|
|
2024
Q2 | $1.18M | Sell |
30,425
-129
| -0.4% | -$5.01K | 0.58% | 45 |
|
|
2024
Q1 | $1.19M | Sell |
30,554
-158
| -0.5% | -$6.16K | 0.38% | 59 |
|
|
2023
Q4 | $1.13M | Sell |
30,712
-1,830
| -6% | -$67.6K | 0.42% | 60 |
|
|
2023
Q3 | $931K | Sell |
32,542
-413
| -1% | -$11.8K | 0.39% | 64 |
|
|
2023
Q2 | $1M | Buy |
+32,955
| New | +$1M | 0.73% | 36 |
|
|
2023
Q1 | – | Sell |
-32,538
| Closed | -$1.4M | – | 195 |
|
|
2022
Q4 | $1.4M | Buy |
32,538
+124
| +0.4% | +$5.34K | 0.59% | 45 |
|
|
2022
Q3 | $1.41M | Buy |
32,414
+412
| +1% | +$17.9K | 0.66% | 40 |
|
|
2022
Q2 | $1.52M | Buy |
32,002
+4,774
| +18% | +$226K | 0.67% | 34 |
|
|
2022
Q1 | $1.54M | Sell |
27,228
-1,850
| -6% | -$105K | 0.64% | 39 |
|
|
2021
Q4 | $1.7M | Buy |
29,078
+8,686
| +43% | +$508K | 0.61% | 37 |
|
|
2021
Q3 | $1.2M | Sell |
20,392
-1,569
| -7% | -$92K | 0.51% | 48 |
|
|
2021
Q2 | $1.22M | Sell |
21,961
-215
| -1% | -$11.9K | 0.65% | 37 |
|
|
2021
Q1 | $1.29M | Buy |
22,176
+6,882
| +45% | +$401K | 0.61% | 36 |
|
|
2020
Q4 | $733K | Hold |
15,294
| – | – | 0.38% | 58 |
|
|
2020
Q3 | $582K | Hold |
15,294
| – | – | 0.33% | 62 |
|
|
2020
Q2 | $574K | Sell |
15,294
-125
| -0.8% | -$4.69K | 0.34% | 61 |
|
|
2020
Q1 | $476K | Sell |
15,419
-20
| -0.1% | -$617 | 0.33% | 60 |
|
|
2019
Q4 | $870K | Buy |
+15,439
| New | +$870K | 0.58% | 35 |
|