AWM
Adams Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $806K | Sell |
28,502
-1,752
| -6% | -$49.5K | 0.16% | 80 |
|
|
2024
Q4 | $689K | Buy |
30,254
+2,230
| +8% | +$50.8K | 0.13% | 78 |
|
|
2024
Q3 | $617K | Sell |
28,024
-3,842
| -12% | -$84.5K | 0.13% | 76 |
|
|
2024
Q2 | $609K | Sell |
31,866
-9,501
| -23% | -$182K | 0.14% | 70 |
|
|
2024
Q1 | $728K | Sell |
41,367
-2,880
| -7% | -$50.7K | 0.18% | 71 |
|
|
2023
Q4 | $742K | Sell |
44,247
-4,176
| -9% | -$70.1K | 0.22% | 67 |
|
|
2023
Q3 | $727K | Buy |
48,423
+10,632
| +28% | +$160K | 0.25% | 64 |
|
|
2023
Q2 | $603K | Buy |
37,791
+4,908
| +15% | +$78.3K | 0.19% | 76 |
|
|
2023
Q1 | $633K | Buy |
32,883
+7,225
| +28% | +$139K | 0.2% | 76 |
|
|
2022
Q4 | $472K | Buy |
25,658
+5,815
| +29% | +$107K | 0.17% | 77 |
|
|
2022
Q3 | $304K | Sell |
19,843
-2,505
| -11% | -$38.4K | 0.11% | 77 |
|
|
2022
Q2 | $468K | Buy |
22,348
+2,046
| +10% | +$42.8K | 0.18% | 56 |
|
|
2022
Q1 | $480K | Sell |
20,302
-3,289
| -14% | -$77.8K | 0.16% | 56 |
|
|
2021
Q4 | $580K | Sell |
23,591
-2,156
| -8% | -$53K | 0.17% | 48 |
|
|
2021
Q3 | $695K | Sell |
25,747
-2,109
| -8% | -$56.9K | 0.26% | 40 |
|
|
2021
Q2 | $802K | Buy |
27,856
+440
| +2% | +$12.7K | 0.34% | 38 |
|
|
2021
Q1 | $830K | Buy |
27,416
+2,459
| +10% | +$74.4K | 0.38% | 38 |
|
|
2020
Q4 | $718K | Buy |
24,957
+44
| +0.2% | +$1.27K | 0.45% | 35 |
|
|
2020
Q3 | $710K | Buy |
24,913
+586
| +2% | +$16.7K | 0.55% | 35 |
|
|
2020
Q2 | $735K | Buy |
24,327
+2,474
| +11% | +$74.7K | 0.75% | 30 |
|
|
2020
Q1 | $637K | Buy |
21,853
+4,210
| +24% | +$123K | 0.8% | 30 |
|
|
2019
Q4 | $689K | Buy |
+17,643
| New | +$689K | 0.58% | 51 |
|