AWM
Axxcess Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
160,138
+9,858
| +7% | +$285K | 0.11% | 154 |
|
|
2025
Q1 | $4.25M | Sell |
150,280
-86,879
| -37% | -$2.46M | 0.11% | 153 |
|
|
2024
Q4 | $5.4M | Sell |
237,159
-1,277
| -0.5% | -$29.1K | 0.13% | 132 |
|
|
2024
Q3 | $5.25M | Sell |
238,436
-72,025
| -23% | -$1.58M | 0.13% | 130 |
|
|
2024
Q2 | $5.93M | Buy |
310,461
+36,066
| +13% | +$689K | 0.16% | 113 |
|
|
2024
Q1 | $4.83M | Buy |
274,395
+14,789
| +6% | +$260K | 0.13% | 130 |
|
|
2023
Q4 | $4.36M | Buy |
259,606
+54,428
| +27% | +$913K | 0.13% | 138 |
|
|
2023
Q3 | $3.08M | Buy |
205,178
+119,843
| +140% | +$1.8M | 0.11% | 151 |
|
|
2023
Q2 | $1.36M | Sell |
85,335
-7,668
| -8% | -$122K | 0.1% | 180 |
|
|
2023
Q1 | $1.79M | Sell |
93,003
-4,806
| -5% | -$92.5K | 0.14% | 149 |
|
|
2022
Q4 | $1.8M | Sell |
97,809
-33,628
| -26% | -$619K | 0.15% | 135 |
|
|
2022
Q3 | $2.02M | Buy |
131,437
+9,434
| +8% | +$145K | 0.19% | 103 |
|
|
2022
Q2 | $2.56M | Sell |
122,003
-17,053
| -12% | -$357K | 0.24% | 88 |
|
|
2022
Q1 | $2.48M | Sell |
139,056
-6,707
| -5% | -$120K | 0.19% | 97 |
|
|
2021
Q4 | $2.71M | Buy |
+145,763
| New | +$2.71M | 0.2% | 91 |
|