Wbh Advisory Inc Truist Financial Corp Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Wbh Advisory Inc holds 6,395 shares of TFC stock, worth $299,349. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,395

Previous 7,124 10.23%

Holding current value

$299,349

Previous $304,000 8.88%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$41.51 - $48.1 $30,260 - $35,064	-729 Reduced 10.23%	6,395 $277,000
Q3 2024 Oct 15, 2024	SELL	$38.22 - $44.94 $2,407 - $2,831	-63 Reduced 0.88%	7,124 $304,000
Q2 2024 Jul 11, 2024	SELL	$35.41 - $40.18 $12,039 - $13,661	-340 Reduced 4.52%	7,187 $279,000
Q1 2024 Apr 16, 2024	SELL	$34.53 - $38.98 $18,508 - $20,893	-536 Reduced 6.65%	7,527 $293,000
Q4 2023 Jan 09, 2024	SELL	$27.03 - $37.64 $1,243 - $1,731	-46 Reduced 0.57%	8,063 $297,000
Q3 2023 Oct 10, 2023	SELL	$27.97 - $35.59 $126,620 - $161,115	-4,527 Reduced 35.83%	8,109 $231,000
Q2 2023 Jul 12, 2023	BUY	$26.21 - $34.79 $10,248 - $13,602	391 Added 3.19%	12,636 $383,000
Q1 2023 Apr 20, 2023	SELL	$30.56 - $50.39 $36,885 - $60,820	-1,207 Reduced 8.97%	12,245 $417,000
Q3 2022 Oct 18, 2022	BUY	$20.41 - $50.47 $2,081 - $5,147	102 Added 0.76%	13,452 $586,000
Q2 2022 Jul 12, 2022	SELL	$45.68 - $55.36 $2,284 - $2,768	-50 Reduced 0.37%	13,350 $633,000
Q1 2022 Apr 29, 2022	BUY	$56.23 - $67.41 $20,917 - $25,076	372 Added 2.86%	13,400 $759,000
Q4 2021 Jan 28, 2022	BUY	$55.67 - $65.14 $17,814 - $20,844	320 Added 2.52%	13,028 $763,000
Q3 2021 Oct 25, 2021	BUY	$52.18 - $60.15 $223,904 - $258,103	4,291 Added 50.98%	12,708 $745,000
Q2 2021 Jul 27, 2021	BUY	$52.81 - $62.14 $5,281 - $6,214	100 Added 1.2%	8,417 $462,000
Q1 2021 Apr 19, 2021	SELL	$47.18 - $60.17 $5,708 - $7,280	-121 Reduced 1.43%	8,317 $485,000
Q4 2020 Jan 21, 2021	SELL	$38.75 - $49.04 $27,008 - $34,180	-697 Reduced 7.63%	8,438 $436,000
Q3 2020 Oct 27, 2020	BUY	$33.61 - $40.81 $9,746 - $11,834	290 Added 3.28%	9,135 $348,000
Q2 2020 Aug 05, 2020	BUY	$27.21 - $46.37 $19,972 - $34,035	734 Added 9.05%	8,845 $332,000
Q1 2020 May 07, 2020	SELL	$25.69 - $56.67 $7,963 - $17,567	-310 Reduced 3.68%	8,111 $250,000
Q4 2019 Jan 27, 2020	BUY	$50.81 - $56.72 $427,871 - $477,639	8,421 New	8,421 $474,000

Others Institutions Holding TFC

# of Institutions

1,738

Shares Held

954M

Call Options Held

8.41M

Put Options Held

6.89M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $62.1B
Description
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...

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