WSTAM
Wilbanks Smith & Thomas Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.14M | Buy |
80,450
+2,400
| +3% | +$93.6K | 0.09% | 137 |
|
|
2023
Q4 | $2.88M | Sell |
78,050
-38,352
| -33% | -$1.42M | 0.09% | 137 |
|
|
2023
Q3 | $3.33M | Buy |
116,402
+20,386
| +21% | +$583K | 0.12% | 120 |
|
|
2023
Q2 | $2.91M | Sell |
96,016
-4,290
| -4% | -$130K | 0.1% | 132 |
|
|
2023
Q1 | $3.42M | Sell |
100,306
-6,791
| -6% | -$232K | 0.12% | 120 |
|
|
2022
Q4 | $4.61M | Sell |
107,097
-26,918
| -20% | -$1.16M | 0.17% | 106 |
|
|
2022
Q3 | $5.84M | Sell |
134,015
-2,268
| -2% | -$98.7K | 0.25% | 83 |
|
|
2022
Q2 | $6.46M | Buy |
136,283
+7,440
| +6% | +$353K | 0.27% | 84 |
|
|
2022
Q1 | $6.39M | Buy |
128,843
+4,030
| +3% | +$200K | 0.26% | 84 |
|
|
2021
Q4 | $7.31M | Sell |
124,813
-5,505
| -4% | -$322K | 0.25% | 92 |
|
|
2021
Q3 | $7.64M | Buy |
130,318
+77,593
| +147% | +$4.55M | 0.3% | 81 |
|
|
2021
Q2 | $2.93M | Sell |
52,725
-450
| -0.8% | -$25K | 0.11% | 133 |
|
|
2021
Q1 | $3.1M | Buy |
53,175
+476
| +0.9% | +$27.8K | 0.13% | 123 |
|
|
2020
Q4 | $2.53M | Sell |
52,699
-1,491
| -3% | -$71.5K | 0.12% | 123 |
|
|
2020
Q3 | $2.06M | Sell |
54,190
-4,191
| -7% | -$159K | 0.11% | 132 |
|
|
2020
Q2 | $2.19M | Sell |
58,381
-3,441
| -6% | -$129K | 0.13% | 118 |
|
|
2020
Q1 | $1.91M | Buy |
61,822
+6,378
| +12% | +$197K | 0.14% | 115 |
|
|
2019
Q4 | $3.12M | Buy |
55,444
+2,876
| +5% | +$162K | 0.18% | 105 |
|
|
2019
Q3 | $2.81M | Sell |
52,568
-413
| -0.8% | -$22K | 0.18% | 111 |
|
|
2019
Q2 | $2.6M | Buy |
52,981
+3,516
| +7% | +$173K | 0.17% | 115 |
|
|
2019
Q1 | $2.3M | Sell |
49,465
-2,907
| -6% | -$135K | 0.15% | 121 |
|
|
2018
Q4 | $2.27M | Sell |
52,372
-268
| -0.5% | -$11.6K | 0.16% | 103 |
|
|
2018
Q3 | $2.56M | Sell |
52,640
-13,497
| -20% | -$655K | 0.16% | 109 |
|
|
2018
Q2 | $3.34M | Buy |
66,137
+3,467
| +6% | +$175K | 0.27% | 77 |
|
|
2018
Q1 | $3.26M | Buy |
62,670
+80
| +0.1% | +$4.16K | 0.26% | 72 |
|
|
2017
Q4 | $3.11M | Buy |
62,590
+8,813
| +16% | +$438K | 0.25% | 76 |
|
|
2017
Q3 | $2.52M | Sell |
53,777
-2,286
| -4% | -$107K | 0.21% | 86 |
|
|
2017
Q2 | $2.55M | Buy |
56,063
+5,120
| +10% | +$233K | 0.22% | 82 |
|
|
2017
Q1 | $2.28M | Buy |
50,943
+10,288
| +25% | +$460K | 0.19% | 87 |
|
|
2016
Q4 | $1.91M | Buy |
40,655
+5,703
| +16% | +$268K | 0.17% | 91 |
|
|
2016
Q3 | $1.32M | Buy |
34,952
+17
| +0% | +$641 | 0.12% | 107 |
|
|
2016
Q2 | $1.24M | Sell |
34,935
-140
| -0.4% | -$4.99K | 0.13% | 112 |
|
|
2016
Q1 | $1.17M | Sell |
35,075
-1,429
| -4% | -$47.5K | 0.14% | 110 |
|
|
2015
Q4 | $1.38M | Buy |
36,504
+158
| +0.4% | +$5.97K | 0.14% | 98 |
|
|
2015
Q3 | $1.29M | Buy |
36,346
+1,411
| +4% | +$50.2K | 0.18% | 87 |
|
|
2015
Q2 | $1.41M | Sell |
34,935
-905
| -3% | -$36.5K | 0.14% | 101 |
|
|
2015
Q1 | $1.4M | Sell |
35,840
-2,222
| -6% | -$86.6K | 0.14% | 102 |
|
|
2014
Q4 | $1.48M | Buy |
38,062
+175
| +0.5% | +$6.81K | 0.15% | 92 |
|
|
2014
Q3 | $1.41M | Sell |
37,887
-4,441
| -10% | -$165K | 0.15% | 93 |
|
|
2014
Q2 | $1.67M | Sell |
42,328
-2,958
| -7% | -$117K | 0.18% | 89 |
|
|
2014
Q1 | $1.82M | Buy |
45,286
+1,607
| +4% | +$64.5K | 0.21% | 83 |
|
|
2013
Q4 | $1.63M | Buy |
43,679
+507
| +1% | +$18.9K | 0.19% | 84 |
|
|
2013
Q3 | $1.46M | Sell |
43,172
-128
| -0.3% | -$4.32K | 0.19% | 88 |
|
|
2013
Q2 | $1.47M | Buy |
+43,300
| New | +$1.47M | 0.23% | 81 |
|