JPWM
Jamison Private Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Sell |
140,647
-2,273
| -2% | -$97.7K | 0.87% | 40 |
|
|
2025
Q1 | $5.88M | Buy |
142,920
+404
| +0.3% | +$16.6K | 0.9% | 39 |
|
|
2024
Q4 | $6.18M | Buy |
142,516
+7,964
| +6% | +$345K | 0.91% | 37 |
|
|
2024
Q3 | $5.75M | Buy |
134,552
+6,412
| +5% | +$274K | 0.88% | 37 |
|
|
2024
Q2 | $4.98M | Buy |
128,140
+232
| +0.2% | +$9.01K | 0.83% | 39 |
|
|
2024
Q1 | $4.99M | Buy |
127,908
+5,283
| +4% | +$206K | 0.84% | 38 |
|
|
2023
Q4 | $4.53M | Buy |
122,625
+509
| +0.4% | +$18.8K | 0.85% | 39 |
|
|
2023
Q3 | $3.49M | Buy |
+122,116
| New | +$3.49M | 0.72% | 46 |
|