BWP
Balboa Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
54,387
+12,414
| +30% | +$359K | 0.32% | 61 |
|
|
2025
Q1 | $1.19M | Buy |
41,973
+911
| +2% | +$25.8K | 0.29% | 68 |
|
|
2024
Q4 | $935K | Sell |
41,062
-15,698
| -28% | -$357K | 0.21% | 83 |
|
|
2024
Q3 | $1.25M | Sell |
56,760
-5,261
| -8% | -$116K | 0.31% | 62 |
|
|
2024
Q2 | $1.19M | Buy |
62,021
+3,251
| +6% | +$62.1K | 0.31% | 60 |
|
|
2024
Q1 | $1.03M | Sell |
58,770
-2,376
| -4% | -$41.8K | 0.3% | 59 |
|
|
2023
Q4 | $1.03M | Sell |
61,146
-1,632
| -3% | -$27.4K | 0.34% | 54 |
|
|
2023
Q3 | $943K | Sell |
62,778
-21,818
| -26% | -$328K | 0.35% | 48 |
|
|
2023
Q2 | $1.35M | Buy |
84,596
+687
| +0.8% | +$11K | 0.47% | 34 |
|
|
2023
Q1 | $1.62M | Buy |
83,909
+6,904
| +9% | +$133K | 0.61% | 26 |
|
|
2022
Q4 | $1.42M | Sell |
77,005
-6,661
| -8% | -$123K | 0.64% | 29 |
|
|
2022
Q3 | $1.28M | Buy |
+83,666
| New | +$1.28M | 0.56% | 33 |
|