EWM
Evermay Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
5,805
-150
| -3% | -$6.45K | 0.03% | 180 |
|
|
2025
Q1 | $245K | Hold |
5,955
| – | – | 0.03% | 174 |
|
|
2024
Q4 | $258K | Hold |
5,955
| – | – | 0.04% | 170 |
|
|
2024
Q3 | $255K | Sell |
5,955
-30
| -0.5% | -$1.28K | 0.04% | 174 |
|
|
2024
Q2 | $233K | Sell |
5,985
-449
| -7% | -$17.4K | 0.04% | 186 |
|
|
2024
Q1 | $251K | Sell |
6,434
-13
| -0.2% | -$507 | 0.04% | 177 |
|
|
2023
Q4 | $238K | Sell |
6,447
-1,329
| -17% | -$49.1K | 0.04% | 171 |
|
|
2023
Q3 | $222K | Buy |
7,776
+461
| +6% | +$13.2K | 0.05% | 159 |
|
|
2023
Q2 | $222K | Sell |
7,315
-1,580
| -18% | -$48K | 0.04% | 166 |
|
|
2023
Q1 | $303K | Sell |
8,895
-1,378
| -13% | -$47K | 0.06% | 133 |
|
|
2022
Q4 | $442K | Buy |
10,273
+1,342
| +15% | +$57.7K | 0.09% | 106 |
|
|
2022
Q3 | $389K | Sell |
8,931
-42
| -0.5% | -$1.83K | 0.08% | 110 |
|
|
2022
Q2 | $426K | Sell |
8,973
-81
| -0.9% | -$3.85K | 0.08% | 100 |
|
|
2022
Q1 | $513K | Sell |
9,054
-1,600
| -15% | -$90.7K | 0.09% | 108 |
|
|
2021
Q4 | $624K | Sell |
10,654
-140
| -1% | -$8.2K | 0.11% | 77 |
|
|
2021
Q3 | $633K | Sell |
10,794
-250
| -2% | -$14.7K | 0.12% | 66 |
|
|
2021
Q2 | $613K | Buy |
11,044
+5,320
| +93% | +$295K | 0.11% | 77 |
|
|
2021
Q1 | $334K | Sell |
5,724
-215
| -4% | -$12.5K | 0.07% | 129 |
|
|
2020
Q4 | $285K | Sell |
5,939
-2,669
| -31% | -$128K | 0.06% | 142 |
|
|
2020
Q3 | $328K | Buy |
8,608
+303
| +4% | +$11.5K | 0.08% | 111 |
|
|
2020
Q2 | $312K | Sell |
8,305
-2,867
| -26% | -$108K | 0.08% | 111 |
|
|
2020
Q1 | $345K | Sell |
11,172
-6,107
| -35% | -$189K | 0.1% | 94 |
|
|
2019
Q4 | $976K | Buy |
17,279
+6,383
| +59% | +$361K | 0.24% | 46 |
|
|
2019
Q3 | $582K | Sell |
10,896
-407
| -4% | -$21.7K | 0.16% | 66 |
|
|
2019
Q2 | $555K | Sell |
11,303
-253
| -2% | -$12.4K | 0.15% | 67 |
|
|
2019
Q1 | $538K | Buy |
11,556
+400
| +4% | +$18.6K | 0.15% | 68 |
|
|
2018
Q4 | $483K | Buy |
11,156
+2,707
| +32% | +$117K | 0.16% | 66 |
|
|
2018
Q3 | $410K | Sell |
8,449
-1,325
| -14% | -$64.3K | 0.13% | 87 |
|
|
2018
Q2 | $493K | Sell |
9,774
-25
| -0.3% | -$1.26K | 0.16% | 69 |
|
|
2018
Q1 | $510K | Buy |
9,799
+1,840
| +23% | +$95.8K | 0.18% | 67 |
|
|
2017
Q4 | $396K | Buy |
+7,959
| New | +$396K | 0.15% | 79 |
|
|
2017
Q1 | – | Sell |
-4,261
| Closed | -$200K | – | 103 |
|
|
2016
Q4 | $200K | Buy |
+4,261
| New | +$200K | 0.1% | 80 |
|
|
2015
Q1 | – | Sell |
-9,086
| Closed | -$353K | – | 93 |
|
|
2014
Q4 | $353K | Sell |
9,086
-1,855
| -17% | -$72.1K | 0.23% | 56 |
|
|
2014
Q3 | $407K | Sell |
10,941
-2
| -0% | -$74 | 0.35% | 46 |
|
|
2014
Q2 | $431K | Buy |
10,943
+4,625
| +73% | +$182K | 0.37% | 39 |
|
|
2014
Q1 | $253K | Buy |
+6,318
| New | +$253K | 0.27% | 60 |
|