CWC
Carolinas Wealth Consulting’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,104
| Closed | -$333K | – | 843 |
|
|
2025
Q1 | $333K | Sell |
8,104
-961
| -11% | -$39.5K | 0.07% | 130 |
|
|
2024
Q4 | $393K | Sell |
9,065
-1,626
| -15% | -$70.5K | 0.08% | 123 |
|
|
2024
Q3 | $457K | Buy |
10,691
+5,042
| +89% | +$216K | 0.08% | 120 |
|
|
2024
Q2 | $219K | Sell |
5,649
-13
| -0.2% | -$505 | 0.04% | 169 |
|
|
2024
Q1 | $221K | Buy |
5,662
+438
| +8% | +$17.1K | 0.04% | 162 |
|
|
2023
Q4 | $193K | Sell |
5,224
-472
| -8% | -$17.4K | 0.04% | 166 |
|
|
2023
Q3 | $162K | Sell |
5,696
-4,995
| -47% | -$142K | 0.04% | 165 |
|
|
2023
Q2 | $324K | Sell |
10,691
-553
| -5% | -$16.8K | 0.06% | 133 |
|
|
2023
Q1 | $383K | Buy |
11,244
+1,102
| +11% | +$37.6K | 0.08% | 120 |
|
|
2022
Q4 | $436K | Buy |
10,142
+772
| +8% | +$33.2K | 0.1% | 109 |
|
|
2022
Q3 | $408K | Sell |
9,370
-1,639
| -15% | -$71.4K | 0.1% | 102 |
|
|
2022
Q2 | $522K | Buy |
11,009
+74
| +0.7% | +$3.51K | 0.13% | 85 |
|
|
2022
Q1 | $620K | Sell |
10,935
-14
| -0.1% | -$794 | 0.14% | 80 |
|
|
2021
Q4 | $641K | Buy |
10,949
+1,241
| +13% | +$72.7K | 0.14% | 80 |
|
|
2021
Q3 | $569K | Sell |
9,708
-3,787
| -28% | -$222K | 0.13% | 76 |
|
|
2021
Q2 | $749K | Buy |
13,495
+1,679
| +14% | +$93.2K | 0.16% | 63 |
|
|
2021
Q1 | $689K | Sell |
11,816
-400
| -3% | -$23.3K | 0.17% | 66 |
|
|
2020
Q4 | $586K | Buy |
12,216
+4,323
| +55% | +$207K | 0.16% | 68 |
|
|
2020
Q3 | $300K | Sell |
7,893
-1,702
| -18% | -$64.7K | 0.1% | 89 |
|
|
2020
Q2 | $360K | Sell |
9,595
-904
| -9% | -$33.9K | 0.14% | 69 |
|
|
2020
Q1 | $324K | Buy |
10,499
+1,230
| +13% | +$38K | 0.18% | 67 |
|
|
2019
Q4 | $516K | Buy |
+9,269
| New | +$516K | 0.54% | 35 |
|