PWM
PBMares Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
30,940
+28
| +0.1% | +$1.2K | 0.24% | 51 |
|
|
2025
Q1 | $1.27M | Buy |
30,912
+1,642
| +6% | +$67.6K | 0.25% | 56 |
|
|
2024
Q4 | $1.27M | Buy |
29,270
+224
| +0.8% | +$9.72K | 0.26% | 56 |
|
|
2024
Q3 | $1.24M | Buy |
29,046
+2,013
| +7% | +$86.1K | 0.26% | 57 |
|
|
2024
Q2 | $1.05M | Buy |
27,033
+700
| +3% | +$27.2K | 0.26% | 63 |
|
|
2024
Q1 | $1.03M | Buy |
+26,333
| New | +$1.03M | 0.27% | 60 |
|
|
2022
Q4 | – | Sell |
-5,476
| Closed | -$238K | – | 168 |
|
|
2022
Q3 | $238K | Hold |
5,476
| – | – | 0.1% | 138 |
|
|
2022
Q2 | $260K | Buy |
5,476
+50
| +0.9% | +$2.37K | 0.11% | 129 |
|
|
2022
Q1 | $308K | Hold |
5,426
| – | – | 0.19% | 114 |
|
|
2021
Q4 | $318K | Sell |
5,426
-1
| -0% | -$59 | 0.13% | 121 |
|
|
2021
Q3 | $318K | Sell |
5,427
-850
| -14% | -$49.8K | 0.15% | 118 |
|
|
2021
Q2 | $348K | Sell |
6,277
-84
| -1% | -$4.66K | 0.19% | 109 |
|
|
2021
Q1 | $371K | Buy |
6,361
+1,275
| +25% | +$74.4K | 0.3% | 93 |
|
|
2020
Q4 | $244K | Sell |
5,086
-505
| -9% | -$24.2K | 0.28% | 111 |
|
|
2020
Q3 | $213K | Buy |
+5,591
| New | +$213K | 0.31% | 97 |
|
|
2020
Q1 | – | Sell |
-3,854
| Closed | -$217K | – | 126 |
|
|
2019
Q4 | $217K | Buy |
+3,854
| New | +$217K | 0.26% | 113 |
|