FMWA
Forvis Mazars Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
12,022
-539
| -4% | -$23.2K | 0.01% | 279 |
|
|
2025
Q1 | $517K | Sell |
12,561
-10,255
| -45% | -$422K | 0.01% | 278 |
|
|
2024
Q4 | $990K | Sell |
22,816
-136
| -0.6% | -$5.9K | 0.02% | 221 |
|
|
2024
Q3 | $982K | Sell |
22,952
-1,019
| -4% | -$43.6K | 0.02% | 231 |
|
|
2024
Q2 | $931K | Sell |
23,971
-2,268
| -9% | -$88.1K | 0.02% | 215 |
|
|
2024
Q1 | $1.02M | Sell |
26,239
-4,964
| -16% | -$193K | 0.03% | 211 |
|
|
2023
Q4 | $1.15M | Sell |
31,203
-5,076
| -14% | -$187K | 0.03% | 193 |
|
|
2023
Q3 | $1.04M | Sell |
36,279
-2,258
| -6% | -$64.6K | 0.03% | 201 |
|
|
2023
Q2 | $1.17M | Buy |
38,537
+4,424
| +13% | +$134K | 0.03% | 204 |
|
|
2023
Q1 | $1.16M | Buy |
34,113
+5,608
| +20% | +$191K | 0.04% | 187 |
|
|
2022
Q4 | $1.23M | Sell |
28,505
-2,034
| -7% | -$87.5K | 0.04% | 182 |
|
|
2022
Q3 | $1.33M | Sell |
30,539
-1,050
| -3% | -$45.7K | 0.05% | 174 |
|
|
2022
Q2 | $1.5M | Buy |
31,589
+27,096
| +603% | +$1.28M | 0.06% | 156 |
|
|
2022
Q1 | $255K | Buy |
4,493
+291
| +7% | +$16.5K | 0.01% | 264 |
|
|
2021
Q4 | $246K | Sell |
4,202
-17
| -0.4% | -$995 | 0.01% | 259 |
|
|
2021
Q3 | $247K | Sell |
4,219
-18
| -0.4% | -$1.05K | 0.01% | 246 |
|
|
2021
Q2 | $235K | Buy |
4,237
+202
| +5% | +$11.2K | 0.01% | 242 |
|
|
2021
Q1 | $235K | Sell |
4,035
-2,696
| -40% | -$157K | 0.01% | 253 |
|
|
2020
Q4 | $323K | Buy |
6,731
+204
| +3% | +$9.79K | 0.02% | 281 |
|
|
2020
Q3 | $248K | Buy |
6,527
+417
| +7% | +$15.8K | 0.01% | 278 |
|
|
2020
Q2 | $229K | Sell |
6,110
-383
| -6% | -$14.4K | 0.01% | 284 |
|
|
2020
Q1 | $200K | Buy |
6,493
+1,778
| +38% | +$54.8K | 0.02% | 275 |
|
|
2019
Q4 | $266K | Buy |
+4,715
| New | +$266K | 0.02% | 249 |
|