A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 20,410 shares of TFC stock, worth $950,085. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,410
Previous 20,416 0.03%
Holding current value
$950,085
Previous $793,000 9.96%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$38.22 - $44.94 $229 - $269
-6 Reduced 0.03%
20,410 $872,000
Q2 2024

Aug 09, 2024

SELL
$35.41 - $40.18 $82,222 - $93,297
-2,322 Reduced 10.21%
20,416 $793,000
Q1 2024

Apr 26, 2024

BUY
$34.53 - $38.98 $512,287 - $578,307
14,836 Added 187.75%
22,738 $886,000
Q4 2023

Feb 07, 2024

SELL
$27.03 - $37.64 $58,817 - $81,904
-2,176 Reduced 21.59%
7,902 $291,000
Q3 2023

Oct 13, 2023

BUY
$27.97 - $35.59 $195 - $249
7 Added 0.07%
10,078 $288,000
Q2 2023

Aug 02, 2023

BUY
$26.21 - $34.79 $183 - $243
7 Added 0.07%
10,071 $305,000
Q1 2023

Apr 24, 2023

SELL
$30.56 - $50.39 $107,296 - $176,919
-3,511 Reduced 25.86%
10,064 $343,000
Q4 2022

Feb 07, 2023

BUY
$40.42 - $47.26 $169,966 - $198,728
4,205 Added 44.88%
13,575 $584,000
Q3 2022

Oct 24, 2022

SELL
$20.41 - $50.47 $34,452 - $85,193
-1,688 Reduced 15.26%
9,370 $408,000
Q2 2022

Jul 15, 2022

BUY
$45.68 - $55.36 $317,064 - $384,253
6,941 Added 168.59%
11,058 $524,000
Q1 2022

Apr 27, 2022

SELL
$56.23 - $67.41 $163,797 - $196,365
-2,913 Reduced 41.44%
4,117 $233,000
Q4 2021

Feb 07, 2022

BUY
$55.67 - $65.14 $391,360 - $457,934
7,030 New
7,030 $412,000
Q1 2020

May 01, 2020

SELL
$25.69 - $56.67 $124,416 - $274,452
-4,843 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$50.81 - $56.72 $246,072 - $274,694
4,843 New
4,843 $273,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $61.8B
  • 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...
More about TFC
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.