HWM
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Hemington Wealth Management’s Truist Financial TFC Stock Holding History

Hemington Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$39K Sell
929
-50
-5% -$2.1K 0.01% 403
2025
Q1 		$40K Buy
979
+130
+15% +$5.31K 0.01% 379
2024
Q4 		$36K Buy
849
+126
+17% +$5.34K 0.01% 384
2024
Q3 		$31K Buy
+723
New +$31K 0.01% 400