TWD
TOWN icon

True Wealth Design’s Towne Bank TOWN Stock Holding History

True Wealth Design’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$70 – 2816
2025
Q3 		$70 Hold
2
– – ﹤0.01% 2522
2025
Q2 		$69 Buy
+2
New +$67 ﹤0.01% 2326

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Victory Capital Management
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Geode Capital Management
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Brown Advisory
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Charles Schwab
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RA
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