EHWM
Eads & Heald Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
11,366
-4,288
| -27% | -$184K | 0.24% | 115 |
|
|
2025
Q1 | $644K | Sell |
15,654
-2,285
| -13% | -$94K | 0.33% | 105 |
|
|
2024
Q4 | $778K | Buy |
17,939
+3,925
| +28% | +$170K | 0.38% | 95 |
|
|
2024
Q3 | $599K | Buy |
14,014
+6,042
| +76% | +$258K | 0.28% | 109 |
|
|
2024
Q2 | $310K | Buy |
7,972
+2,005
| +34% | +$78K | 0.15% | 122 |
|
|
2024
Q1 | $233K | Buy |
+5,967
| New | +$233K | 0.11% | 135 |
|
|
2023
Q2 | – | Sell |
-7,496
| Closed | -$256K | – | 150 |
|
|
2023
Q1 | $256K | Sell |
7,496
-6,144
| -45% | -$210K | 0.13% | 131 |
|
|
2022
Q4 | $587K | Buy |
13,640
+1,062
| +8% | +$45.7K | 0.3% | 106 |
|
|
2022
Q3 | $548K | Buy |
12,578
+2,604
| +26% | +$113K | 0.31% | 106 |
|
|
2022
Q2 | $473K | Sell |
9,974
-4,409
| -31% | -$209K | 0.25% | 112 |
|
|
2022
Q1 | $816K | Buy |
14,383
+2,581
| +22% | +$146K | 0.38% | 98 |
|
|
2021
Q4 | $691K | Buy |
11,802
+601
| +5% | +$35.2K | 0.3% | 106 |
|
|
2021
Q3 | $657K | Buy |
11,201
+685
| +7% | +$40.2K | 0.32% | 105 |
|
|
2021
Q2 | $584K | Buy |
10,516
+850
| +9% | +$47.2K | 0.28% | 108 |
|
|
2021
Q1 | $564K | Sell |
9,666
-386
| -4% | -$22.5K | 0.29% | 106 |
|
|
2020
Q4 | $482K | Sell |
10,052
-3,982
| -28% | -$191K | 0.26% | 106 |
|
|
2020
Q3 | $534K | Sell |
14,034
-2,195
| -14% | -$83.5K | 0.32% | 100 |
|
|
2020
Q2 | $609K | Buy |
16,229
+1,670
| +11% | +$62.7K | 0.37% | 93 |
|
|
2020
Q1 | $449K | Sell |
14,559
-18,227
| -56% | -$562K | 0.32% | 101 |
|
|
2019
Q4 | $1.85M | Buy |
32,786
+5
| +0% | +$282 | 0.98% | 48 |
|
|
2019
Q3 | $1.75M | Buy |
32,781
+13,729
| +72% | +$733K | 0.98% | 51 |
|
|
2019
Q2 | $936K | Sell |
19,052
-307
| -2% | -$15.1K | 0.53% | 81 |
|
|
2019
Q1 | $901K | Buy |
19,359
+1,247
| +7% | +$58K | 0.52% | 83 |
|
|
2018
Q4 | $785K | Buy |
18,112
+1,235
| +7% | +$53.5K | 0.52% | 82 |
|
|
2018
Q3 | $819K | Buy |
16,877
+2,160
| +15% | +$105K | 0.47% | 86 |
|
|
2018
Q2 | $742K | Buy |
14,717
+385
| +3% | +$19.4K | 0.46% | 88 |
|
|
2018
Q1 | $746K | Buy |
14,332
+385
| +3% | +$20K | 0.47% | 90 |
|
|
2017
Q4 | $693K | Sell |
13,947
-600
| -4% | -$29.8K | 0.41% | 97 |
|
|
2017
Q3 | $683K | Buy |
14,547
+179
| +1% | +$8.4K | 0.42% | 95 |
|
|
2017
Q2 | $652K | Buy |
14,368
+665
| +5% | +$30.2K | 0.42% | 92 |
|
|
2017
Q1 | $613K | Buy |
13,703
+710
| +5% | +$31.8K | 0.4% | 92 |
|
|
2016
Q4 | $611K | Buy |
12,993
+3,423
| +36% | +$161K | 0.42% | 93 |
|
|
2016
Q3 | $361K | Hold |
9,570
| – | – | 0.25% | 110 |
|
|
2016
Q2 | $341K | Sell |
9,570
-3,620
| -27% | -$129K | 0.23% | 111 |
|
|
2016
Q1 | $439K | Sell |
13,190
-415
| -3% | -$13.8K | 0.3% | 107 |
|
|
2015
Q4 | $514K | Sell |
13,605
-2,750
| -17% | -$104K | 0.36% | 104 |
|
|
2015
Q3 | $582K | Sell |
16,355
-6,615
| -29% | -$235K | 0.42% | 96 |
|
|
2015
Q2 | $926K | Sell |
22,970
-350
| -2% | -$14.1K | 0.61% | 75 |
|
|
2015
Q1 | $909K | Sell |
23,320
-755
| -3% | -$29.4K | 0.58% | 77 |
|
|
2014
Q4 | $936K | Buy |
24,075
+140
| +0.6% | +$5.44K | 0.6% | 76 |
|
|
2014
Q3 | $891K | Buy |
23,935
+12,125
| +103% | +$451K | 0.6% | 76 |
|
|
2014
Q2 | $466K | Sell |
11,810
-50
| -0.4% | -$1.97K | 0.31% | 102 |
|
|
2014
Q1 | $476K | Sell |
11,860
-2,313
| -16% | -$92.8K | 0.31% | 99 |
|
|
2013
Q4 | $529K | Buy |
14,173
+478
| +3% | +$17.8K | 0.35% | 95 |
|
|
2013
Q3 | $462K | Buy |
13,695
+1,945
| +17% | +$65.6K | 0.33% | 97 |
|
|
2013
Q2 | $398K | Buy |
+11,750
| New | +$398K | 0.28% | 96 |
|