PWM
Prosperity Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Hold |
14,024
| – | – | 0.22% | 101 |
|
|
2025
Q1 | $577K | Hold |
14,024
| – | – | 0.27% | 86 |
|
|
2024
Q4 | $608K | Hold |
14,024
| – | – | 0.25% | 74 |
|
|
2024
Q3 | $600K | Hold |
14,024
| – | – | 0.24% | 77 |
|
|
2024
Q2 | $545K | Hold |
14,024
| – | – | 0.27% | 80 |
|
|
2024
Q1 | $547K | Hold |
14,024
| – | – | 0.26% | 64 |
|
|
2023
Q4 | $518K | Hold |
14,024
| – | – | 0.34% | 49 |
|
|
2023
Q3 | $401K | Hold |
14,024
| – | – | 0.26% | 69 |
|
|
2023
Q2 | $426K | Hold |
14,024
| – | – | 0.28% | 51 |
|
|
2023
Q1 | $478K | Hold |
14,024
| – | – | 0.38% | 52 |
|
|
2022
Q4 | $603K | Buy |
+14,024
| New | +$603K | 0.57% | 36 |
|