BWFA
Baltimore-Washington Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
+96,597
| New | +$2.8M | 0.13% | 79 |
|
|
2023
Q2 | – | Sell |
-14,445
| Closed | -$278K | – | 152 |
|
|
2023
Q1 | $278K | Buy |
14,445
+3,000
| +26% | +$57.8K | 0.02% | 119 |
|
|
2022
Q4 | $211K | Buy |
11,445
+925
| +9% | +$17K | 0.02% | 132 |
|
|
2022
Q3 | $161K | Sell |
10,520
-237
| -2% | -$3.63K | 0.01% | 146 |
|
|
2022
Q2 | $225K | Buy |
10,757
+616
| +6% | +$12.9K | 0.02% | 118 |
|
|
2022
Q1 | $306K | Sell |
10,141
-1,005
| -9% | -$30.3K | 0.03% | 121 |
|
|
2021
Q4 | $274K | Buy |
11,146
+2,194
| +25% | +$53.9K | 0.02% | 118 |
|
|
2021
Q3 | $241K | Sell |
8,952
-1,317
| -13% | -$35.5K | 0.02% | 118 |
|
|
2021
Q2 | $295K | Buy |
10,269
+128
| +1% | +$3.68K | 0.03% | 108 |
|
|
2021
Q1 | $306K | Buy |
10,141
+1,800
| +22% | +$54.3K | 0.03% | 103 |
|
|
2020
Q4 | $239K | Sell |
8,341
-2,709
| -25% | -$77.6K | 0.03% | 112 |
|
|
2020
Q3 | $315K | Sell |
11,050
-6,974
| -39% | -$199K | 0.04% | 95 |
|
|
2020
Q2 | $544K | Buy |
18,024
+173
| +1% | +$5.22K | 0.07% | 89 |
|
|
2020
Q1 | $520K | Sell |
17,851
-807
| -4% | -$23.5K | 0.09% | 90 |
|
|
2019
Q4 | $729K | Buy |
18,658
+2,275
| +14% | +$88.9K | 0.11% | 85 |
|
|
2019
Q3 | $619K | Buy |
16,383
+2,902
| +22% | +$110K | 0.1% | 85 |
|
|
2019
Q2 | $452K | Buy |
13,481
+2,823
| +26% | +$94.7K | 0.08% | 85 |
|
|
2019
Q1 | $334K | Buy |
10,658
+411
| +4% | +$12.9K | 0.06% | 91 |
|
|
2018
Q4 | $292K | Buy |
10,247
+300
| +3% | +$8.55K | 0.06% | 88 |
|
|
2018
Q3 | $334K | Buy |
9,947
+3,090
| +45% | +$104K | 0.06% | 82 |
|
|
2018
Q2 | $220K | Hold |
6,857
| – | – | 0.04% | 87 |
|
|
2018
Q1 | $244K | Buy |
6,857
+715
| +12% | +$25.4K | 0.05% | 76 |
|
|
2017
Q4 | $238K | Buy |
6,142
+1,033
| +20% | +$40K | 0.05% | 78 |
|
|
2017
Q3 | $200K | Buy |
+5,109
| New | +$200K | 0.05% | 75 |
|
|
2017
Q2 | – | Sell |
-7,001
| Closed | -$291K | – | 73 |
|
|
2017
Q1 | $291K | Sell |
7,001
-1,706
| -20% | -$70.9K | 0.07% | 67 |
|
|
2016
Q4 | $370K | Buy |
8,707
+2,824
| +48% | +$120K | 0.1% | 69 |
|
|
2016
Q3 | $239K | Buy |
5,883
+68
| +1% | +$2.76K | 0.07% | 71 |
|
|
2016
Q2 | $251K | Hold |
5,815
| – | – | 0.07% | 69 |
|
|
2016
Q1 | $227K | Buy |
+5,815
| New | +$227K | 0.07% | 82 |
|
|
2015
Q4 | – | Sell |
-4,918
| Closed | -$160K | – | 236 |
|
|
2015
Q3 | $160K | Buy |
4,918
+88
| +2% | +$2.86K | 0.05% | 100 |
|
|
2015
Q2 | $171K | Sell |
4,830
-186
| -4% | -$6.59K | 0.05% | 102 |
|
|
2015
Q1 | $164K | Sell |
5,016
-79
| -2% | -$2.58K | 0.05% | 103 |
|
|
2014
Q4 | $171K | Buy |
5,095
+530
| +12% | +$17.8K | 0.05% | 107 |
|
|
2014
Q3 | $161K | Hold |
4,565
| – | – | 0.05% | 104 |
|
|
2014
Q2 | $161K | Hold |
4,565
| – | – | 0.05% | 115 |
|
|
2014
Q1 | $160K | Buy |
4,565
+621
| +16% | +$21.8K | 0.05% | 100 |
|
|
2013
Q4 | $139K | Buy |
3,944
+3,794
| +2,529% | +$134K | 0.05% | 118 |
|
|
2013
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 197 |
|
|
2013
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 162 |
|