Meristem Family Wealth, LLC Truist Financial Corp Transaction History

Meristem Family Wealth, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $132,379 - $327,348	-6,486 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$56.23 - $67.41 $118,645 - $142,235	-2,110 Reduced 24.55%	6,486 $368,000
Q4 2021 Feb 10, 2022	SELL	$55.67 - $65.14 $128,041 - $149,822	-2,300 Reduced 21.11%	8,596 $503,000
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $118,396 - $136,480	2,269 Added 26.3%	10,896 $565,000
Q2 2021 Aug 06, 2021	BUY	$52.81 - $62.14 $133,926 - $157,587	2,536 Added 41.64%	8,627 $359,000
Q1 2021 May 12, 2021	BUY	$47.18 - $60.17 $943 - $1,203	20 Added 0.33%	6,091 $221,000
Q4 2020 Feb 12, 2021	SELL	$38.75 - $49.04 $38,052 - $48,157	-982 Reduced 13.92%	6,071 $207,000
Q3 2020 Nov 13, 2020	BUY	$33.61 - $40.81 $237,051 - $287,832	7,053 New	7,053 $218,000
Q1 2020 May 12, 2020	SELL	$25.69 - $56.67 $110,723 - $244,247	-4,310 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$50.81 - $56.72 $218,991 - $244,463	4,310 New	4,310 $243,000

1,647

944M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $57.5B
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...

Get notified when there are updates to the investment portfolio of Meristem Family Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Meristem Family Wealth, LLC with notifications on news.