VT
Vise Technologies’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
+48,813
| New | +$2.1M | 0.09% | 245 |
|
|
2024
Q4 | $559K | Buy |
12,884
+3,050
| +31% | +$132K | 0.05% | 394 |
|
|
2024
Q3 | $421K | Buy |
9,834
+2,499
| +34% | +$107K | 0.05% | 344 |
|
|
2024
Q2 | $285K | Buy |
+7,335
| New | +$285K | 0.05% | 325 |
|
|
2023
Q2 | – | Sell |
-6,796
| Closed | -$232K | – | 371 |
|
|
2023
Q1 | $232K | Sell |
6,796
-1,453
| -18% | -$49.6K | 0.06% | 296 |
|
|
2022
Q4 | $355K | Buy |
8,249
+1,959
| +31% | +$84.3K | 0.11% | 202 |
|
|
2022
Q3 | $274K | Buy |
+6,290
| New | +$274K | 0.1% | 223 |
|