9WM
9258 Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $876K | Buy |
39,822
+74
| +0.2% | +$1.63K | 0.13% | 133 |
|
|
2024
Q2 | $760K | Buy |
39,748
+270
| +0.7% | +$5.16K | 0.12% | 146 |
|
|
2024
Q1 | $695K | Sell |
39,478
-425
| -1% | -$7.48K | 0.11% | 158 |
|
|
2023
Q4 | $670K | Sell |
39,903
-813
| -2% | -$13.6K | 0.12% | 151 |
|
|
2023
Q3 | $612K | Buy |
40,716
+6,358
| +19% | +$95.5K | 0.12% | 153 |
|
|
2023
Q2 | $548K | Sell |
34,358
-2,616
| -7% | -$41.7K | 0.1% | 168 |
|
|
2023
Q1 | $712K | Sell |
36,974
-685
| -2% | -$13.2K | 0.14% | 136 |
|
|
2022
Q4 | $693K | Sell |
37,659
-3,007
| -7% | -$55.4K | 0.15% | 130 |
|
|
2022
Q3 | $624K | Buy |
40,666
+73
| +0.2% | +$1.12K | 0.16% | 137 |
|
|
2022
Q2 | $851K | Buy |
40,593
+1,732
| +4% | +$36.3K | 0.22% | 109 |
|
|
2022
Q1 | $918K | Sell |
38,861
-888
| -2% | -$21K | 0.21% | 117 |
|
|
2021
Q4 | $978K | Sell |
39,749
-6,103
| -13% | -$150K | 0.22% | 108 |
|
|
2021
Q3 | $1.24M | Sell |
45,852
-297
| -0.6% | -$8.02K | 0.33% | 64 |
|
|
2021
Q2 | $1.33M | Buy |
46,149
+720
| +2% | +$20.7K | 0.36% | 55 |
|
|
2021
Q1 | $1.38M | Sell |
45,429
-725
| -2% | -$21.9K | 0.41% | 49 |
|
|
2020
Q4 | $1.33M | Sell |
46,154
-7,363
| -14% | -$212K | 0.43% | 46 |
|
|
2020
Q3 | $1.45M | Sell |
53,517
-2,508
| -4% | -$67.8K | 0.55% | 32 |
|
|
2020
Q2 | $1.69M | Buy |
56,025
+600
| +1% | +$18.1K | 0.69% | 26 |
|
|
2020
Q1 | $1.69M | Sell |
55,425
-8,794
| -14% | -$269K | 0.74% | 25 |
|
|
2019
Q4 | $2.51M | Buy |
64,219
+36,148
| +129% | +$1.41M | 0.92% | 18 |
|
|
2019
Q3 | $1.06M | Buy |
28,071
+868
| +3% | +$32.8K | 0.83% | 32 |
|
|
2019
Q2 | $912K | Sell |
27,203
-752
| -3% | -$25.2K | 0.73% | 42 |
|
|
2019
Q1 | $877K | Buy |
27,955
+336
| +1% | +$10.5K | 0.75% | 44 |
|
|
2018
Q4 | $788K | Buy |
+27,619
| New | +$788K | 0.76% | 41 |
|