IWA
IVC Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
49,594
-1,504
| -3% | -$64.7K | 1.04% | 18 |
|
|
2025
Q1 | $2.1M | Sell |
51,098
-175
| -0.3% | -$7.2K | 1.13% | 17 |
|
|
2024
Q4 | $2.22M | Sell |
51,273
-566
| -1% | -$24.6K | 1.24% | 16 |
|
|
2024
Q3 | $2.22M | Sell |
51,839
-310
| -0.6% | -$13.3K | 1.21% | 17 |
|
|
2024
Q2 | $2.03M | Buy |
52,149
+1,688
| +3% | +$65.6K | 1.13% | 18 |
|
|
2024
Q1 | $1.97M | Sell |
50,461
-1,593
| -3% | -$62.1K | 1.14% | 17 |
|
|
2023
Q4 | $1.92M | Buy |
52,054
+978
| +2% | +$36.1K | 1.19% | 17 |
|
|
2023
Q3 | $1.46M | Buy |
51,076
+1,660
| +3% | +$47.5K | 0.98% | 21 |
|
|
2023
Q2 | $1.5M | Buy |
49,416
+724
| +1% | +$22K | 0.95% | 22 |
|
|
2023
Q1 | $1.66M | Buy |
48,692
+481
| +1% | +$16.4K | 1.18% | 18 |
|
|
2022
Q4 | $2.07M | Sell |
48,211
-327
| -0.7% | -$14.1K | 1.53% | 8 |
|
|
2022
Q3 | $2.11M | Buy |
48,538
+2,509
| +5% | +$109K | 1.7% | 6 |
|
|
2022
Q2 | $2.18M | Sell |
46,029
-275
| -0.6% | -$13K | 1.69% | 9 |
|
|
2022
Q1 | $2.63M | Sell |
46,304
-2,207
| -5% | -$125K | 1.72% | 7 |
|
|
2021
Q4 | $2.84M | Sell |
48,511
-1,250
| -3% | -$73.2K | 1.83% | 7 |
|
|
2021
Q3 | $2.92M | Hold |
49,761
| – | – | 2.01% | 7 |
|
|
2021
Q2 | $2.76M | Sell |
49,761
-119
| -0.2% | -$6.61K | 1.94% | 7 |
|
|
2021
Q1 | $2.91M | Sell |
49,880
-440
| -0.9% | -$25.7K | 2.29% | 6 |
|
|
2020
Q4 | $2.41M | Buy |
+50,320
| New | +$2.41M | 2.3% | 5 |
|