AWM
AE Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2M | Buy |
1,906,544
+223,666
| +13% | +$6.47M | 0.4% | 58 |
|
|
2025
Q1 | $47.6M | Sell |
1,682,878
-271,696
| -14% | -$7.68M | 0.4% | 59 |
|
|
2024
Q4 | $44.5M | Buy |
1,954,574
+55,583
| +3% | +$1.27M | 0.38% | 62 |
|
|
2024
Q3 | $41.8M | Buy |
1,898,991
+23,269
| +1% | +$512K | 0.38% | 62 |
|
|
2024
Q2 | $35.8M | Buy |
1,875,722
+273,369
| +17% | +$5.22M | 0.36% | 62 |
|
|
2024
Q1 | $28.2M | Sell |
1,602,353
-838,687
| -34% | -$14.8M | 0.32% | 75 |
|
|
2023
Q4 | $42.2M | Buy |
2,441,040
+65,424
| +3% | +$1.13M | 0.22% | 99 |
|
|
2023
Q3 | $35.7M | Sell |
2,375,616
-366,170
| -13% | -$5.5M | 0.21% | 100 |
|
|
2023
Q2 | $43.7M | Buy |
2,741,786
+43,430
| +2% | +$693K | 0.26% | 72 |
|
|
2023
Q1 | $51.9M | Buy |
2,698,356
+538,795
| +25% | +$10.4M | 0.33% | 49 |
|
|
2022
Q4 | $39.8M | Sell |
2,159,561
-57,541
| -3% | -$1.06M | 0.29% | 66 |
|
|
2022
Q3 | $34M | Buy |
2,217,102
+65,873
| +3% | +$1.01M | 0.27% | 74 |
|
|
2022
Q2 | $45.1M | Buy |
2,151,229
+641,938
| +43% | +$13.5M | 0.36% | 56 |
|
|
2022
Q1 | $35.7M | Buy |
1,509,291
+128,408
| +9% | +$3.03M | 0.24% | 85 |
|
|
2021
Q4 | $34M | Buy |
1,380,883
+86,965
| +7% | +$2.14M | 0.24% | 94 |
|
|
2021
Q3 | $34.9M | Buy |
1,293,918
+97,615
| +8% | +$2.64M | 0.29% | 75 |
|
|
2021
Q2 | $34.4M | Buy |
1,196,303
+180,801
| +18% | +$5.2M | 0.3% | 75 |
|
|
2021
Q1 | $30.7M | Buy |
1,015,502
+99,851
| +11% | +$3.02M | 0.31% | 74 |
|
|
2020
Q4 | $26.3M | Buy |
915,651
+21,184
| +2% | +$609K | 0.3% | 81 |
|
|
2020
Q3 | $25.5M | Sell |
894,467
-79,674
| -8% | -$2.27M | 0.36% | 54 |
|
|
2020
Q2 | $29.4M | Buy |
974,141
+239,882
| +33% | +$7.25M | 0.46% | 42 |
|
|
2020
Q1 | $21.4M | Buy |
734,259
+113,475
| +18% | +$3.31M | 0.49% | 37 |
|
|
2019
Q4 | $24.3M | Buy |
620,784
+68,337
| +12% | +$2.67M | 0.53% | 39 |
|
|
2019
Q3 | $20.9M | Sell |
552,447
-27,102
| -5% | -$1.03M | 0.6% | 35 |
|
|
2019
Q2 | $19.4M | Buy |
579,549
+229,871
| +66% | +$7.7M | 0.58% | 37 |
|
|
2019
Q1 | $11M | Buy |
349,678
+45,862
| +15% | +$1.44M | 0.76% | 31 |
|
|
2018
Q4 | $8.67M | Sell |
303,816
-4,117
| -1% | -$118K | 1.48% | 6 |
|
|
2018
Q3 | $10.3M | Buy |
307,933
+76,166
| +33% | +$2.56M | 0.57% | 37 |
|
|
2018
Q2 | $7.44M | Buy |
231,767
+6,431
| +3% | +$206K | 0.51% | 39 |
|
|
2018
Q1 | $8.03M | Buy |
225,336
+1,999
| +0.9% | +$71.3K | 0.62% | 34 |
|
|
2017
Q4 | $8.68M | Buy |
223,337
+23,036
| +12% | +$896K | 0.77% | 27 |
|
|
2017
Q3 | $7.85M | Buy |
200,301
+7,078
| +4% | +$277K | 0.73% | 26 |
|
|
2017
Q2 | $7.29M | Buy |
193,223
+27,194
| +16% | +$1.03M | 0.87% | 21 |
|
|
2017
Q1 | $6.9M | Buy |
166,029
+76,087
| +85% | +$3.16M | 1.28% | 10 |
|
|
2016
Q4 | $3.83M | Buy |
+89,942
| New | +$3.83M | 1.55% | 9 |
|