BWA
BlueChip Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
52,196
-839
| -2% | -$36.1K | 1% | 26 |
|
|
2025
Q1 | $2.18M | Sell |
53,035
-3,259
| -6% | -$134K | 1.07% | 23 |
|
|
2024
Q4 | $2.44M | Sell |
56,294
-3,657
| -6% | -$159K | 1.35% | 18 |
|
|
2024
Q3 | $2.56M | Sell |
59,951
-10,950
| -15% | -$468K | 1.34% | 19 |
|
|
2024
Q2 | $2.75M | Sell |
70,901
-9,050
| -11% | -$352K | 1.62% | 16 |
|
|
2024
Q1 | $3.12M | Sell |
79,951
-25,106
| -24% | -$979K | 2.01% | 14 |
|
|
2023
Q4 | $3.88M | Buy |
+105,057
| New | +$3.88M | 2.72% | 10 |
|