MWM
Modera Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
243,736
+5,487
| +2% | +$236K | 0.13% | 124 |
|
|
2025
Q1 | $9.8M | Sell |
238,249
-689
| -0.3% | -$28.4K | 0.13% | 123 |
|
|
2024
Q4 | $10.4M | Sell |
238,938
-48,292
| -17% | -$2.09M | 0.13% | 115 |
|
|
2024
Q3 | $12.3M | Buy |
287,230
+3,854
| +1% | +$165K | 0.16% | 104 |
|
|
2024
Q2 | $11M | Buy |
283,376
+16,655
| +6% | +$647K | 0.16% | 105 |
|
|
2024
Q1 | $10.4M | Buy |
266,721
+13,953
| +6% | +$544K | 0.16% | 109 |
|
|
2023
Q4 | $9.33M | Buy |
252,768
+50,947
| +25% | +$1.88M | 0.15% | 112 |
|
|
2023
Q3 | $5.77M | Buy |
201,821
+60,191
| +42% | +$1.72M | 0.11% | 133 |
|
|
2023
Q2 | $4.3M | Buy |
141,630
+127,025
| +870% | +$3.86M | 0.08% | 168 |
|
|
2023
Q1 | $498K | Sell |
14,605
-278
| -2% | -$9.48K | 0.02% | 217 |
|
|
2022
Q4 | $640K | Buy |
14,883
+68
| +0.5% | +$2.93K | 0.03% | 183 |
|
|
2022
Q3 | $645K | Sell |
14,815
-2,271
| -13% | -$98.9K | 0.03% | 165 |
|
|
2022
Q2 | $810K | Sell |
17,086
-203
| -1% | -$9.62K | 0.04% | 159 |
|
|
2022
Q1 | $980K | Sell |
17,289
-5,897
| -25% | -$334K | 0.04% | 157 |
|
|
2021
Q4 | $1.36M | Buy |
23,186
+6,276
| +37% | +$367K | 0.05% | 142 |
|
|
2021
Q3 | $992K | Buy |
16,910
+1,264
| +8% | +$74.2K | 0.05% | 106 |
|
|
2021
Q2 | $868K | Sell |
15,646
-588
| -4% | -$32.6K | 0.05% | 112 |
|
|
2021
Q1 | $947K | Sell |
16,234
-406
| -2% | -$23.7K | 0.06% | 97 |
|
|
2020
Q4 | $797K | Buy |
16,640
+652
| +4% | +$31.2K | 0.06% | 113 |
|
|
2020
Q3 | $608K | Hold |
15,988
| – | – | 0.09% | 77 |
|
|
2020
Q2 | $600K | Sell |
15,988
-4,047
| -20% | -$152K | 0.1% | 75 |
|
|
2020
Q1 | $618K | Buy |
20,035
+425
| +2% | +$13.1K | 0.13% | 69 |
|
|
2019
Q4 | $1.1M | Sell |
19,610
-174
| -0.9% | -$9.8K | 0.17% | 47 |
|
|
2019
Q3 | $1.06M | Sell |
19,784
-306
| -2% | -$16.3K | 0.18% | 50 |
|
|
2019
Q2 | $987K | Buy |
20,090
+100
| +0.5% | +$4.91K | 0.18% | 51 |
|
|
2019
Q1 | $930K | Hold |
19,990
| – | – | 0.17% | 51 |
|
|
2018
Q4 | $866K | Hold |
19,990
| – | – | 0.17% | 50 |
|
|
2018
Q3 | $970K | Sell |
19,990
-640
| -3% | -$31.1K | 0.2% | 49 |
|
|
2018
Q2 | $1.04M | Buy |
20,630
+50
| +0.2% | +$2.52K | 0.22% | 41 |
|
|
2018
Q1 | $1.07M | Sell |
20,580
-557
| -3% | -$29K | 0.22% | 39 |
|
|
2017
Q4 | $1.05M | Buy |
21,137
+1,900
| +10% | +$94.5K | 0.23% | 39 |
|
|
2017
Q3 | $903K | Hold |
19,237
| – | – | 0.2% | 43 |
|
|
2017
Q2 | $874K | Hold |
19,237
| – | – | 0.21% | 40 |
|
|
2017
Q1 | $860K | Buy |
19,237
+4,300
| +29% | +$192K | 0.22% | 45 |
|
|
2016
Q4 | $702K | Buy |
+14,937
| New | +$702K | 0.24% | 48 |
|