AWM
AllSquare Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
6,199
+495
| +9% | +$14.3K | 0.1% | 113 |
|
|
2025
Q1 | $161K | Buy |
5,704
+378
| +7% | +$10.7K | 0.1% | 119 |
|
|
2024
Q4 | $121K | Sell |
5,326
-64
| -1% | -$1.46K | 0.07% | 136 |
|
|
2024
Q3 | $119K | Hold |
5,390
| – | – | 0.07% | 142 |
|
|
2024
Q2 | $103K | Hold |
5,390
| – | – | 0.06% | 141 |
|
|
2024
Q1 | $94.9K | Hold |
5,390
| – | – | 0.06% | 156 |
|
|
2023
Q4 | $90.4K | Sell |
5,390
-205
| -4% | -$3.44K | 0.06% | 155 |
|
|
2023
Q3 | $84K | Sell |
5,595
-3,250
| -37% | -$48.8K | 0.05% | 156 |
|
|
2023
Q2 | $138K | Hold |
8,845
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $170K | Sell |
8,845
-771
| -8% | -$14.8K | 0.11% | 104 |
|
|
2022
Q4 | $177K | Hold |
9,616
| – | – | 0.12% | 97 |
|
|
2022
Q3 | $148K | Sell |
9,616
-2,143
| -18% | -$33K | 0.11% | 102 |
|
|
2022
Q2 | $246K | Hold |
11,759
| – | – | 0.17% | 81 |
|
|
2022
Q1 | $278K | Sell |
11,759
-195
| -2% | -$4.61K | 0.17% | 81 |
|
|
2021
Q4 | $294K | Sell |
11,954
-400
| -3% | -$9.84K | 0.17% | 75 |
|
|
2021
Q3 | $334K | Sell |
12,354
-1,500
| -11% | -$40.6K | 0.2% | 66 |
|
|
2021
Q2 | $399K | Sell |
13,854
-4,284
| -24% | -$123K | 0.23% | 56 |
|
|
2021
Q1 | $549K | Sell |
18,138
-1,104
| -6% | -$33.4K | 0.34% | 38 |
|
|
2020
Q4 | $553K | Sell |
19,242
-803
| -4% | -$23.1K | 0.37% | 36 |
|
|
2020
Q3 | $571K | Buy |
20,045
+1,800
| +10% | +$51.3K | 0.42% | 34 |
|
|
2020
Q2 | $552K | Buy |
18,245
+687
| +4% | +$20.8K | 0.42% | 34 |
|
|
2020
Q1 | $512K | Buy |
17,558
+417
| +2% | +$12.2K | 0.45% | 32 |
|
|
2019
Q4 | $670K | Hold |
17,141
| – | – | 0.47% | 29 |
|
|
2019
Q3 | $649K | Sell |
17,141
-450
| -3% | -$17K | 0.48% | 28 |
|
|
2019
Q2 | $589K | Sell |
17,591
-228
| -1% | -$7.63K | 0.44% | 32 |
|
|
2019
Q1 | $559K | Sell |
17,819
-1,480
| -8% | -$46.4K | 0.42% | 35 |
|
|
2018
Q4 | $551K | Sell |
19,299
-1,131
| -6% | -$32.3K | 0.46% | 31 |
|
|
2018
Q3 | $686K | Buy |
20,430
+1,003
| +5% | +$33.7K | 0.51% | 27 |
|
|
2018
Q2 | $624K | Buy |
19,427
+1,227
| +7% | +$39.4K | 0.47% | 30 |
|
|
2018
Q1 | $649K | Sell |
18,200
-1,744
| -9% | -$62.2K | 0.51% | 27 |
|
|
2017
Q4 | $775K | Sell |
19,944
-2,569
| -11% | -$99.8K | 0.61% | 20 |
|
|
2017
Q3 | $882K | Buy |
22,513
+4,044
| +22% | +$158K | 0.72% | 16 |
|
|
2017
Q2 | $697K | Hold |
18,469
| – | – | 0.71% | 13 |
|
|
2017
Q1 | $767K | Buy |
18,469
+226
| +1% | +$9.39K | 0.67% | 18 |
|
|
2016
Q4 | $776K | Buy |
18,243
+93
| +0.5% | +$3.96K | 0.71% | 16 |
|
|
2016
Q3 | $737K | Buy |
18,150
+1,833
| +11% | +$74.4K | 0.71% | 17 |
|
|
2016
Q2 | $705K | Hold |
16,317
| – | – | 0.7% | 17 |
|
|
2016
Q1 | $639K | Buy |
16,317
+60
| +0.4% | +$2.35K | 0.63% | 22 |
|
|
2015
Q4 | $559K | Hold |
16,257
| – | – | 0.56% | 25 |
|
|
2015
Q3 | $530K | Buy |
16,257
+264
| +2% | +$8.61K | 0.54% | 25 |
|
|
2015
Q2 | $568K | Buy |
15,993
+1,649
| +11% | +$58.6K | 0.53% | 25 |
|
|
2015
Q1 | $468K | Buy |
14,344
+21
| +0.1% | +$685 | 0.45% | 25 |
|
|
2014
Q4 | $481K | Buy |
+14,323
| New | +$481K | 0.47% | 25 |
|