WWM
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Whalen Wealth Management’s Truist Financial TFC Stock Holding History

Whalen Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,331
Closed -$247K – 135
2024
Q1 		$247K Buy
6,331
+288
+5% +$11.2K 0.18% 84
2023
Q4 		$223K Buy
+6,043
New +$223K 0.2% 97