DWAM
Duncan Williams Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
13,008
+132
| +1% | +$5.68K | 0.18% | 86 |
|
|
2025
Q1 | $530K | Sell |
12,876
-477
| -4% | -$19.6K | 0.19% | 81 |
|
|
2024
Q4 | $579K | Sell |
13,353
-1,197
| -8% | -$51.9K | 0.23% | 78 |
|
|
2024
Q3 | $622K | Buy |
14,550
+6,508
| +81% | +$278K | 0.34% | 55 |
|
|
2024
Q2 | $312K | Buy |
8,042
+2,200
| +38% | +$85.5K | 0.26% | 54 |
|
|
2024
Q1 | $228K | Buy |
+5,842
| New | +$228K | 0.21% | 66 |
|