MWM
Mindset Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
35,388
+565
| +2% | +$24.3K | 0.5% | 18 |
|
|
2025
Q1 | $1.43M | Sell |
34,823
-287
| -0.8% | -$11.8K | 0.56% | 16 |
|
|
2024
Q4 | $1.52M | Sell |
35,110
-1,736
| -5% | -$75.3K | 0.56% | 13 |
|
|
2024
Q3 | $1.58M | Buy |
+36,846
| New | +$1.58M | 0.65% | 11 |
|