Physician Wealth Advisors’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$58.2K	Buy	1,353 +7	+0.5%	+$301	0.01%	323
2025 Q1	$55.4K	Sell	1,346 -12	-0.9%	-$494	0.01%	317
2024 Q4	$58.9K	Buy	+1,358	New	+$58.9K	0.01%	319