MWA
Muirfield Wealth Advisors’s Truist Financial TFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $241K | Buy |
5,603
+73
| +1% | +$3.14K | 0.19% | 64 |
|
2025
Q1 | $228K | Buy |
5,530
+62
| +1% | +$2.55K | 0.19% | 66 |
|
2024
Q4 | $237K | Buy |
5,468
+59
| +1% | +$2.56K | 0.2% | 62 |
|
2024
Q3 | $231K | Buy |
5,409
+63
| +1% | +$2.7K | 0.2% | 59 |
|
2024
Q2 | $208K | Buy |
5,346
+73
| +1% | +$2.84K | 0.2% | 58 |
|
2024
Q1 | $206K | Sell |
5,273
-377
| -7% | -$14.7K | 0.2% | 60 |
|
2023
Q4 | $209K | Buy |
+5,650
| New | +$209K | 0.22% | 56 |
|