CPWA
Cerro Pacific Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
19,537
+647
| +3% | +$27.8K | 0.23% | 78 |
|
|
2025
Q1 | $819K | Sell |
18,890
-92
| -0.5% | -$3.99K | 0.27% | 77 |
|
|
2024
Q4 | $812K | Buy |
18,982
+927
| +5% | +$39.6K | 0.27% | 76 |
|
|
2024
Q3 | $701K | Hold |
18,055
| – | – | 0.27% | 79 |
|
|
2024
Q2 | $701K | Buy |
+18,055
| New | +$701K | 0.27% | 80 |
|
|
2023
Q1 | $361K | Buy |
10,582
+5,165
| +95% | +$176K | 0.2% | 108 |
|
|
2022
Q4 | $233K | Buy |
+5,417
| New | +$233K | 0.12% | 144 |
|