Wealth Plan Investment Management, LLC Truist Financial Corp Transaction History

Wealth Plan Investment Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$26.21 - $34.79 $31,216 - $41,434	-1,191 Reduced 92.83%	92 $2,000
Q2 2023 Jul 25, 2023	BUY	$26.21 - $34.79 $31,216 - $41,434	1,191 Added 1294.57%	1,283 $38,000
Q1 2023 May 08, 2023	SELL	$30.56 - $50.39 $506,837 - $835,718	-16,585 Reduced 99.45%	92 $3,000
Q4 2022 Feb 15, 2023	SELL	$40.42 - $47.26 $185,083 - $216,403	-4,579 Reduced 21.54%	16,677 $717,000
Q3 2022 Dec 12, 2022	SELL	$20.41 - $50.47 $74,782 - $184,922	-3,664 Reduced 14.7%	21,256 $889,000
Q1 2022 Sep 07, 2022	BUY	$56.23 - $67.41 $1.4 Million - $1.68 Million	24,920 New	24,920 $1.2 Million

1,647

941M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $58.3B
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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