AWM
Affinity Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
11,255
| – | – | 0.05% | 76 |
|
|
2025
Q1 | $318K | Buy |
11,255
+17
| +0.2% | +$481 | 0.06% | 74 |
|
|
2024
Q4 | $256K | Buy |
11,238
+79
| +0.7% | +$1.8K | 0.05% | 89 |
|
|
2024
Q3 | $245K | Hold |
11,159
| – | – | 0.04% | 97 |
|
|
2024
Q2 | $213K | Hold |
11,159
| – | – | 0.04% | 97 |
|
|
2024
Q1 | $196K | Sell |
11,159
-1,801
| -14% | -$31.7K | 0.04% | 102 |
|
|
2023
Q4 | $217K | Buy |
12,960
+31
| +0.2% | +$520 | 0.04% | 94 |
|
|
2023
Q3 | $194K | Buy |
12,929
+132
| +1% | +$1.98K | 0.04% | 96 |
|
|
2023
Q2 | $204K | Sell |
12,797
-108
| -0.8% | -$1.72K | 0.05% | 97 |
|
|
2023
Q1 | $248K | Buy |
12,905
+17
| +0.1% | +$327 | 0.06% | 97 |
|
|
2022
Q4 | $237K | Buy |
12,888
+92
| +0.7% | +$1.69K | 0.06% | 90 |
|
|
2022
Q3 | $196K | Buy |
12,796
+17
| +0.1% | +$260 | 0.05% | 93 |
|
|
2022
Q2 | $264K | Buy |
12,779
+17
| +0.1% | +$351 | 0.06% | 83 |
|
|
2022
Q1 | $247K | Sell |
12,762
-368
| -3% | -$7.12K | 0.05% | 94 |
|
|
2021
Q4 | $359K | Buy |
13,130
+713
| +6% | +$19.5K | 0.07% | 77 |
|
|
2021
Q3 | $338K | Buy |
12,417
+452
| +4% | +$12.3K | 0.07% | 82 |
|
|
2021
Q2 | $334K | Sell |
11,965
-6
| -0.1% | -$167 | 0.07% | 74 |
|
|
2021
Q1 | $358K | Buy |
11,971
+7
| +0.1% | +$209 | 0.07% | 65 |
|
|
2020
Q4 | $346K | Sell |
11,964
-100
| -0.8% | -$2.89K | 0.07% | 68 |
|
|
2020
Q3 | $349K | Sell |
12,064
-489
| -4% | -$14.1K | 0.09% | 58 |
|
|
2020
Q2 | $371K | Sell |
12,553
-436
| -3% | -$12.9K | 0.47% | 35 |
|
|
2020
Q1 | $388K | Buy |
12,989
+100
| +0.8% | +$2.99K | 0.23% | 36 |
|
|
2019
Q4 | $504K | Buy |
12,889
+247
| +2% | +$9.66K | 0.19% | 60 |
|
|
2019
Q3 | $478K | Buy |
12,642
+581
| +5% | +$22K | 0.19% | 59 |
|
|
2019
Q2 | $404K | Sell |
12,061
-1,177
| -9% | -$39.4K | 0.16% | 68 |
|
|
2019
Q1 | $415K | Sell |
13,238
-959
| -7% | -$30.1K | 0.16% | 70 |
|
|
2018
Q4 | $405K | Buy |
+14,197
| New | +$405K | 0.25% | 63 |
|
|
2017
Q3 | $688K | Sell |
17,557
-50
| -0.3% | -$1.96K | 0.42% | 18 |
|
|
2017
Q2 | $664K | Buy |
17,607
+161
| +0.9% | +$6.07K | 0.42% | 15 |
|
|
2017
Q1 | $725K | Buy |
17,446
+146
| +0.8% | +$6.07K | 0.4% | 16 |
|
|
2016
Q4 | $736K | Hold |
17,300
| – | – | 0.42% | 18 |
|
|
2016
Q3 | $703K | Buy |
17,300
+619
| +4% | +$25.2K | 0.46% | 18 |
|
|
2016
Q2 | $721K | Hold |
16,681
| – | – | 0.49% | 17 |
|
|
2016
Q1 | $653K | Hold |
16,681
| – | – | 0.4% | 23 |
|
|
2015
Q4 | $574K | Buy |
16,681
+7,328
| +78% | +$252K | 0.38% | 20 |
|
|
2015
Q3 | $305K | Sell |
9,353
-1,403
| -13% | -$45.8K | 0.31% | 25 |
|
|
2015
Q2 | $382K | Buy |
10,756
+2,177
| +25% | +$77.3K | 0.25% | 28 |
|
|
2015
Q1 | $280K | Buy |
8,579
+2,346
| +38% | +$76.6K | 0.16% | 30 |
|
|
2014
Q4 | $209K | Buy |
+6,233
| New | +$209K | 0.17% | 36 |
|
|
2014
Q2 | $247K | Buy |
+6,989
| New | +$247K | 0.24% | 22 |
|
|
2013
Q3 | $335K | Buy |
+9,891
| New | +$335K | 0.15% | 39 |
|