PWMAG
Pinnacle Wealth Management Advisory Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
8,643
+168
| +2% | +$7.22K | 0.03% | 267 |
|
|
2025
Q1 | $349K | Sell |
8,475
-37
| -0.4% | -$1.52K | 0.03% | 262 |
|
|
2024
Q4 | $369K | Sell |
8,512
-143
| -2% | -$6.2K | 0.03% | 249 |
|
|
2024
Q3 | $370K | Buy |
8,655
+71
| +0.8% | +$3.04K | 0.04% | 240 |
|
|
2024
Q2 | $333K | Buy |
8,584
+90
| +1% | +$3.5K | 0.03% | 252 |
|
|
2024
Q1 | $331K | Buy |
8,494
+166
| +2% | +$6.47K | 0.04% | 243 |
|
|
2023
Q4 | $307K | Buy |
+8,328
| New | +$307K | 0.04% | 238 |
|
|
2023
Q3 | – | Sell |
-6,915
| Closed | -$210K | – | 333 |
|
|
2023
Q2 | $210K | Buy |
+6,915
| New | +$210K | 0.03% | 305 |
|
|
2023
Q1 | – | Sell |
-6,945
| Closed | -$299K | – | 334 |
|
|
2022
Q4 | $299K | Sell |
6,945
-1,208
| -15% | -$52K | 0.04% | 224 |
|
|
2022
Q3 | $355K | Buy |
8,153
+1,476
| +22% | +$64.3K | 0.06% | 195 |
|
|
2022
Q2 | $317K | Buy |
6,677
+2,414
| +57% | +$115K | 0.05% | 218 |
|
|
2022
Q1 | $242K | Hold |
4,263
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $250K | Buy |
+4,263
| New | +$250K | 0.04% | 235 |
|