AWC
Adamsbrown Wealth Consultants’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,959
| Closed | -$201K | – | 88 |
|
|
2023
Q4 | $201K | Buy |
11,959
+1,147
| +11% | +$19.2K | 0.09% | 79 |
|
|
2023
Q3 | $162K | Buy |
10,812
+304
| +3% | +$4.57K | 0.08% | 80 |
|
|
2023
Q2 | $168K | Buy |
10,508
+79
| +0.8% | +$1.26K | 0.09% | 76 |
|
|
2023
Q1 | $201K | Buy |
10,429
+131
| +1% | +$2.52K | 0.12% | 71 |
|
|
2022
Q4 | $190K | Sell |
10,298
-1,215
| -11% | -$22.4K | 0.12% | 74 |
|
|
2022
Q3 | $177K | Buy |
11,513
+479
| +4% | +$7.36K | 0.13% | 74 |
|
|
2022
Q2 | $231K | Sell |
11,034
-124
| -1% | -$2.6K | 0.18% | 75 |
|
|
2022
Q1 | $264K | Sell |
11,158
-1,818
| -14% | -$43K | 0.21% | 72 |
|
|
2021
Q4 | $319K | Buy |
+12,976
| New | +$319K | 0.29% | 59 |
|