AWM
Accurate Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
52,555
+5,912
| +13% | +$163K | 0.22% | 115 |
|
|
2025
Q1 | $1.25M | Buy |
46,643
+1,434
| +3% | +$38.4K | 0.24% | 100 |
|
|
2024
Q4 | $981K | Buy |
45,209
+324
| +0.7% | +$7.03K | 0.19% | 123 |
|
|
2024
Q3 | $965K | Sell |
44,885
-1,851
| -4% | -$39.8K | 0.19% | 113 |
|
|
2024
Q2 | $868K | Buy |
46,736
+4,972
| +12% | +$92.4K | 0.21% | 104 |
|
|
2024
Q1 | $690K | Sell |
41,764
-639
| -2% | -$10.6K | 0.2% | 113 |
|
|
2023
Q4 | $688K | Sell |
42,403
-2,006
| -5% | -$32.6K | 0.21% | 103 |
|
|
2023
Q3 | $647K | Buy |
44,409
+1,895
| +4% | +$27.6K | 0.2% | 108 |
|
|
2023
Q2 | $617K | Buy |
42,514
+711
| +2% | +$10.3K | 0.19% | 116 |
|
|
2023
Q1 | $818K | Buy |
41,803
+6,857
| +20% | +$134K | 0.28% | 85 |
|
|
2022
Q4 | $680K | Buy |
34,946
+4,323
| +14% | +$84.2K | 0.25% | 77 |
|
|
2022
Q3 | $566K | Buy |
30,623
+7,306
| +31% | +$135K | 0.24% | 83 |
|
|
2022
Q2 | $492K | Buy |
23,317
+2,746
| +13% | +$57.9K | 0.27% | 78 |
|
|
2022
Q1 | $486K | Buy |
20,571
+4,502
| +28% | +$106K | 0.22% | 92 |
|
|
2021
Q4 | $431K | Sell |
16,069
-1,998
| -11% | -$53.6K | 0.35% | 78 |
|
|
2021
Q3 | $507K | Sell |
18,067
-1,912
| -10% | -$53.7K | 0.44% | 60 |
|
|
2021
Q2 | $575K | Buy |
+19,979
| New | +$575K | 0.51% | 46 |
|