WPA
West Paces Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
19,230
-6,581
| -25% | -$283K | 0.18% | 67 |
|
|
2025
Q1 | $1.06M | Buy |
25,811
+24,752
| +2,337% | +$1.02M | 0.24% | 53 |
|
|
2024
Q4 | $45.9K | Sell |
1,059
-18
| -2% | -$781 | 0.01% | 242 |
|
|
2024
Q3 | $46.1K | Hold |
1,077
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $41.8K | Sell |
1,077
-1,410
| -57% | -$54.8K | 0.01% | 238 |
|
|
2024
Q1 | $96.9K | Sell |
2,487
-991
| -28% | -$38.6K | 0.03% | 180 |
|
|
2023
Q4 | $128K | Sell |
3,478
-790
| -19% | -$29.2K | 0.04% | 154 |
|
|
2023
Q3 | $122K | Sell |
4,268
-11,733
| -73% | -$336K | 0.04% | 153 |
|
|
2023
Q2 | $486K | Sell |
16,001
-10,274
| -39% | -$312K | 0.14% | 79 |
|
|
2023
Q1 | $896K | Buy |
26,275
+725
| +3% | +$24.7K | 0.28% | 49 |
|
|
2022
Q4 | $1.1M | Buy |
25,550
+3,910
| +18% | +$168K | 0.35% | 44 |
|
|
2022
Q3 | $942K | Buy |
21,640
+2,467
| +13% | +$107K | 0.33% | 44 |
|
|
2022
Q2 | $909K | Sell |
19,173
-1,244
| -6% | -$59K | 0.31% | 49 |
|
|
2022
Q1 | $1.16M | Sell |
20,417
-10
| -0% | -$567 | 0.36% | 44 |
|
|
2021
Q4 | $1.2M | Buy |
20,427
+1,581
| +8% | +$92.6K | 0.37% | 41 |
|
|
2021
Q3 | $1.11M | Sell |
18,846
-730
| -4% | -$42.8K | 0.39% | 39 |
|
|
2021
Q2 | $1.09M | Sell |
19,576
-2,264
| -10% | -$126K | 0.4% | 39 |
|
|
2021
Q1 | $1.27M | Buy |
21,840
+1,696
| +8% | +$98.9K | 0.51% | 30 |
|
|
2020
Q4 | $966K | Sell |
20,144
-593
| -3% | -$28.4K | 0.43% | 43 |
|
|
2020
Q3 | $789K | Buy |
20,737
+199
| +1% | +$7.57K | 0.4% | 49 |
|
|
2020
Q2 | $771K | Buy |
20,538
+2,563
| +14% | +$96.2K | 0.42% | 48 |
|
|
2020
Q1 | $554K | Sell |
17,975
-7,544
| -30% | -$233K | 0.35% | 57 |
|
|
2019
Q4 | $1.44M | Buy |
25,519
+2,022
| +9% | +$114K | 0.78% | 23 |
|
|
2019
Q3 | $1.25M | Sell |
23,497
-118
| -0.5% | -$6.3K | 0.75% | 25 |
|
|
2019
Q2 | $1.16M | Sell |
23,615
-1,256
| -5% | -$61.7K | 0.72% | 28 |
|
|
2019
Q1 | $1.16M | Buy |
24,871
+132
| +0.5% | +$6.14K | 0.81% | 23 |
|
|
2018
Q4 | $1.07M | Sell |
24,739
-318
| -1% | -$13.8K | 0.83% | 29 |
|
|
2018
Q3 | $1.22M | Sell |
25,057
-705
| -3% | -$34.2K | 0.88% | 20 |
|
|
2018
Q2 | $1.3M | Buy |
25,762
+435
| +2% | +$21.9K | 0.97% | 19 |
|
|
2018
Q1 | $1.32M | Sell |
25,327
-830
| -3% | -$43.2K | 0.98% | 20 |
|
|
2017
Q4 | $1.3M | Sell |
26,157
-425
| -2% | -$21.1K | 0.96% | 20 |
|
|
2017
Q3 | $1.25M | Buy |
26,582
+2,194
| +9% | +$103K | 0.94% | 19 |
|
|
2017
Q2 | $1.11M | Sell |
24,388
-987
| -4% | -$44.8K | 0.88% | 22 |
|
|
2017
Q1 | $1.13M | Buy |
25,375
+4,219
| +20% | +$189K | 0.9% | 22 |
|
|
2016
Q4 | $995K | Buy |
+21,156
| New | +$995K | 0.93% | 19 |
|