FVWA
Foster Victor Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
62,087
+242
| +0.4% | +$10.9K | 0.19% | 103 |
|
|
2025
Q1 | $2.19M | Sell |
61,845
-128
| -0.2% | -$4.53K | 0.18% | 99 |
|
|
2024
Q4 | $2.95M | Buy |
61,973
+23
| +0% | +$1.1K | 0.23% | 97 |
|
|
2024
Q3 | $2.64M | Buy |
61,950
+6
| +0% | +$256 | 0.21% | 98 |
|
|
2024
Q2 | $2.63M | Sell |
61,944
-84
| -0.1% | -$3.57K | 0.22% | 97 |
|
|
2024
Q1 | $2.31M | Buy |
62,028
+2,494
| +4% | +$93K | 0.21% | 84 |
|
|
2023
Q4 | $2.26M | Buy |
59,534
+33,185
| +126% | +$1.26M | 0.23% | 85 |
|
|
2023
Q3 | $720K | Sell |
26,349
-295,252
| -92% | -$8.07M | 0.08% | 100 |
|
|
2023
Q2 | $9.97M | Buy |
321,601
+57,170
| +22% | +$1.77M | 1.11% | 38 |
|
|
2023
Q1 | $8.45M | Buy |
264,431
+79,582
| +43% | +$2.54M | 1.02% | 40 |
|
|
2022
Q4 | $8.48M | Buy |
184,849
+17,367
| +10% | +$796K | 1.08% | 40 |
|
|
2022
Q3 | $7.52M | Buy |
167,482
+11,946
| +8% | +$536K | 1.1% | 41 |
|
|
2022
Q2 | $7.41M | Buy |
155,536
+32,181
| +26% | +$1.53M | 1.1% | 41 |
|
|
2022
Q1 | $6.75M | Buy |
123,355
+14,977
| +14% | +$820K | 0.92% | 46 |
|
|
2021
Q4 | $7.19M | Buy |
108,378
+14,721
| +16% | +$976K | 0.98% | 39 |
|
|
2021
Q3 | $5.49M | Buy |
93,657
+15,846
| +20% | +$929K | 0.88% | 42 |
|
|
2021
Q2 | $4.32M | Buy |
77,811
+8,513
| +12% | +$473K | 0.72% | 46 |
|
|
2021
Q1 | $4.09M | Buy |
69,298
+2,078
| +3% | +$123K | 0.76% | 40 |
|
|
2020
Q4 | $3.22M | Sell |
67,220
-16,801
| -20% | -$805K | 0.73% | 40 |
|
|
2020
Q3 | $3.2M | Buy |
84,021
+4,382
| +6% | +$167K | 0.87% | 39 |
|
|
2020
Q2 | $2.99M | Buy |
79,639
+2,879
| +4% | +$108K | 0.99% | 38 |
|
|
2020
Q1 | $2.61M | Buy |
76,760
+36,969
| +93% | +$1.26M | 1.15% | 35 |
|
|
2019
Q4 | $2.21M | Buy |
39,791
+7,647
| +24% | +$425K | 0.96% | 37 |
|
|
2019
Q3 | $1.66M | Buy |
32,144
+16,405
| +104% | +$847K | 0.92% | 34 |
|
|
2019
Q2 | $777K | Sell |
15,739
-143
| -0.9% | -$7.06K | 0.57% | 39 |
|
|
2019
Q1 | $739K | Buy |
15,882
+2,238
| +16% | +$104K | 0.58% | 37 |
|
|
2018
Q4 | $591K | Buy |
+13,644
| New | +$591K | 0.56% | 31 |
|