AOWM
Alpha Omega Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Sell |
274,179
-28,775
| -9% | -$833K | 1.42% | 16 |
|
|
2025
Q1 | $8.57M | Sell |
302,954
-141,436
| -32% | -$4M | 1.64% | 11 |
|
|
2024
Q4 | $10.1M | Sell |
444,390
-7,438
| -2% | -$169K | 1.92% | 5 |
|
|
2024
Q3 | $9.94M | Sell |
451,828
-11,479
| -2% | -$253K | 1.82% | 8 |
|
|
2024
Q2 | $8.85M | Sell |
463,307
-11,595
| -2% | -$222K | 1.69% | 10 |
|
|
2024
Q1 | $8.36M | Sell |
474,902
-25,212
| -5% | -$444K | 1.55% | 11 |
|
|
2023
Q4 | $8.39M | Buy |
500,114
+30,480
| +6% | +$511K | 1.39% | 13 |
|
|
2023
Q3 | $7.05M | Buy |
469,634
+50,114
| +12% | +$753K | 1.22% | 14 |
|
|
2023
Q2 | $6.69M | Buy |
419,520
+18,456
| +5% | +$294K | 1.13% | 16 |
|
|
2023
Q1 | $7.72M | Sell |
401,064
-5,583
| -1% | -$107K | 1.33% | 13 |
|
|
2022
Q4 | $7.49M | Sell |
406,647
-51,711
| -11% | -$952K | 1.33% | 14 |
|
|
2022
Q3 | $7.03M | Buy |
458,358
+129,623
| +39% | +$1.99M | 1.34% | 12 |
|
|
2022
Q2 | $6.89M | Buy |
328,735
+45,534
| +16% | +$954K | 1.23% | 16 |
|
|
2022
Q1 | $6.69M | Buy |
283,201
+129,754
| +85% | +$3.07M | 1.06% | 20 |
|
|
2021
Q4 | $4.11M | Sell |
153,447
-54,657
| -26% | -$1.46M | 0.63% | 45 |
|
|
2021
Q3 | $5.62M | Buy |
208,104
+9,805
| +5% | +$265K | 0.92% | 23 |
|
|
2021
Q2 | $5.71M | Buy |
198,299
+1,468
| +0.7% | +$42.2K | 0.94% | 22 |
|
|
2021
Q1 | $5.96M | Buy |
196,831
+8,467
| +4% | +$256K | 1.04% | 17 |
|
|
2020
Q4 | $5.42M | Buy |
188,364
+753
| +0.4% | +$21.7K | 0.92% | 15 |
|
|
2020
Q3 | $5.35M | Buy |
187,611
+2,390
| +1% | +$68.1K | 0.75% | 11 |
|
|
2020
Q2 | $5.6M | Sell |
185,221
-2,192
| -1% | -$66.3K | 0.85% | 12 |
|
|
2020
Q1 | $5.46M | Sell |
187,413
-2,323
| -1% | -$67.7K | 1.01% | 8 |
|
|
2019
Q4 | $7.42M | Sell |
189,736
-1,565
| -0.8% | -$61.2K | 1.19% | 6 |
|
|
2019
Q3 | $7.53M | Buy |
191,301
+52,250
| +38% | +$2.06M | 1.22% | 6 |
|
|
2019
Q2 | $4.66M | Buy |
139,051
+2,389
| +2% | +$80.1K | 1.98% | 7 |
|
|
2019
Q1 | $4.29M | Buy |
136,662
+34,188
| +33% | +$1.07M | 1.92% | 7 |
|
|
2018
Q4 | $2.93M | Sell |
102,474
-41,835
| -29% | -$1.19M | 1.47% | 22 |
|
|
2018
Q3 | $4.85M | Buy |
144,309
+20,960
| +17% | +$704K | 2.17% | 5 |
|
|
2018
Q2 | $3.96M | Buy |
123,349
+3,580
| +3% | +$115K | 1.94% | 10 |
|
|
2018
Q1 | $4.27M | Sell |
119,769
-2,145
| -2% | -$76.5K | 2.14% | 5 |
|
|
2017
Q4 | $4.74M | Buy |
121,914
+13,002
| +12% | +$506K | 2.32% | 5 |
|
|
2017
Q3 | $4.27M | Buy |
108,912
+6,443
| +6% | +$252K | 2.13% | 7 |
|
|
2017
Q2 | $3.87M | Buy |
102,469
+2,177
| +2% | +$82.1K | 1.99% | 6 |
|
|
2017
Q1 | $4.17M | Sell |
100,292
-1,562
| -2% | -$64.9K | 2.22% | 5 |
|
|
2016
Q4 | $4.33M | Buy |
101,854
+19,128
| +23% | +$814K | 2.29% | 4 |
|
|
2016
Q3 | $3.36M | Sell |
82,726
-477
| -0.6% | -$19.4K | 2.67% | 4 |
|
|
2016
Q2 | $3.6M | Buy |
83,203
+257
| +0.3% | +$11.1K | 3.03% | 3 |
|
|
2016
Q1 | $3.25M | Buy |
82,946
+294
| +0.4% | +$11.5K | 2.71% | 3 |
|
|
2015
Q4 | $2.84M | Buy |
+82,652
| New | +$2.84M | 2.49% | 8 |
|