Williams Jones Wealth Management, Llc. Truist Financial Corp Transaction History

Williams Jones Wealth Management, Llc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$30.56 - $50.39 $9,198 - $15,167	301 Added 5.02%	6,298 $214,000
Q4 2022 Feb 14, 2023	SELL	$40.42 - $47.26 $17,744 - $20,747	-439 Reduced 6.82%	5,997 $258,000
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $12,695 - $31,392	-622 Reduced 8.81%	6,436 $280,000
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $100,861 - $122,234	2,208 Added 45.53%	7,058 $335,000
Q1 2022 May 16, 2022	BUY	$56.23 - $67.41 $15,069 - $18,065	268 Added 5.85%	4,850 $275,000
Q4 2021 Feb 14, 2022	SELL	$55.67 - $65.14 $18,760 - $21,952	-337 Reduced 6.85%	4,582 $268,000
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $16,123 - $18,586	309 Added 6.7%	4,919 $288,000
Q2 2021 Aug 16, 2021	BUY	$52.81 - $62.14 $2,429 - $2,858	46 Added 1.01%	4,610 $256,000
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $215,329 - $274,615	4,564 New	4,564 $266,000
Q1 2020 May 15, 2020	SELL	$25.69 - $56.67 $108,231 - $238,750	-4,213 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $214,062 - $238,961	4,213 New	4,213 $237,000

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...

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