CTWM
Cherry Tree Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35K | Hold |
78
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $3.21K | Hold |
78
| – | – | ﹤0.01% | 584 |
|
|
2024
Q4 | $3.38K | Hold |
78
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $3.34K | Hold |
78
| – | – | ﹤0.01% | 509 |
|
|
2024
Q2 | $3.03K | Hold |
78
| – | – | ﹤0.01% | 492 |
|
|
2024
Q1 | $3.04K | Hold |
78
| – | – | ﹤0.01% | 479 |
|
|
2023
Q4 | $2.88K | Hold |
78
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $2.23K | Sell |
78
-2
| -3% | -$57 | ﹤0.01% | 476 |
|
|
2023
Q2 | $2.41K | Buy |
+80
| New | +$2.41K | ﹤0.01% | 474 |
|