Taylor Wealth Management Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $7.32M | Sell |
|
|||||
|
2021
Q4 | $7.9M | Sell |
|
|||||
|
2021
Q3 | $8M | Sell |
|
|||||
|
2021
Q2 | $7.68M | Sell |
|
|||||
|
2021
Q1 | $8.26M | Buy |
|
|||||
|
2020
Q4 | $2.35M | Sell |
|
|||||
|
2020
Q3 | $2.1M | Buy |
|
|||||
|
2020
Q2 | $2.07M | Sell |
|
|||||
|
2020
Q1 | $2.05M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $2.57M | Sell |
|
|||||
|
2018
Q4 | $2.55M | Sell |
|
|||||
|
2018
Q3 | $3.94M | Sell |
|
|||||
|
2018
Q2 | $4.12M | Sell |
|
|||||
|
2018
Q1 | $4.32M | Buy |
|