PHWM
Pine Harbor Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Hold |
10,508
| – | – | 0.16% | 56 |
|
|
2025
Q1 | $432K | Hold |
10,508
| – | – | 0.17% | 56 |
|
|
2024
Q4 | $456K | Sell |
10,508
-270
| -3% | -$11.7K | 0.18% | 56 |
|
|
2024
Q3 | $461K | Buy |
10,778
+50
| +0.5% | +$2.14K | 0.23% | 57 |
|
|
2024
Q2 | $417K | Sell |
10,728
-114
| -1% | -$4.43K | 0.25% | 60 |
|
|
2024
Q1 | $423K | Hold |
10,842
| – | – | 0.27% | 61 |
|
|
2023
Q4 | $400K | Buy |
+10,842
| New | +$400K | 0.3% | 57 |
|