DW30
Drucker Wealth 3.0’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
53,993
-16,258
| -23% | -$734K | 0.47% | 45 |
|
|
2025
Q1 | $2.89M | Sell |
70,251
-2,532
| -3% | -$104K | 0.64% | 41 |
|
|
2024
Q4 | $3.16M | Sell |
72,783
-537
| -0.7% | -$23.3K | 0.73% | 42 |
|
|
2024
Q3 | $3.14M | Buy |
73,320
+1,208
| +2% | +$51.7K | 0.75% | 44 |
|
|
2024
Q2 | $2.8M | Buy |
+72,112
| New | +$2.8M | 0.74% | 47 |
|