BWM
BCS Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
57,858
+9,900
| +21% | +$286K | 0.36% | 63 |
|
|
2025
Q1 | $1.36M | Sell |
47,958
-466
| -1% | -$13.2K | 0.35% | 67 |
|
|
2024
Q4 | $1.1M | Sell |
48,424
-690
| -1% | -$15.7K | 0.27% | 78 |
|
|
2024
Q3 | $1.08M | Buy |
49,114
+821
| +2% | +$18.1K | 0.46% | 54 |
|
|
2024
Q2 | $923K | Sell |
48,293
-301
| -0.6% | -$5.75K | 0.45% | 55 |
|
|
2024
Q1 | $855K | Buy |
48,594
+115
| +0.2% | +$2.02K | 0.27% | 85 |
|
|
2023
Q4 | $813K | Buy |
48,479
+1,693
| +4% | +$28.4K | 0.3% | 80 |
|
|
2023
Q3 | $703K | Buy |
46,786
+794
| +2% | +$11.9K | 0.29% | 81 |
|
|
2023
Q2 | $734K | Buy |
+45,992
| New | +$734K | 0.54% | 46 |
|
|
2023
Q1 | – | Sell |
-41,378
| Closed | -$762K | – | 194 |
|
|
2022
Q4 | $762K | Sell |
41,378
-46
| -0.1% | -$847 | 0.32% | 80 |
|
|
2022
Q3 | $635K | Buy |
41,424
+8,355
| +25% | +$128K | 0.3% | 85 |
|
|
2022
Q2 | $693K | Buy |
33,069
+2,575
| +8% | +$54K | 0.31% | 78 |
|
|
2022
Q1 | $721K | Sell |
30,494
-2,554
| -8% | -$60.4K | 0.3% | 80 |
|
|
2021
Q4 | $813K | Buy |
33,048
+10,441
| +46% | +$257K | 0.29% | 78 |
|
|
2021
Q3 | $611K | Sell |
22,607
-5,435
| -19% | -$147K | 0.26% | 84 |
|
|
2021
Q2 | $807K | Sell |
28,042
-276
| -1% | -$7.94K | 0.43% | 53 |
|
|
2021
Q1 | $857K | Buy |
28,318
+8,851
| +45% | +$268K | 0.41% | 53 |
|
|
2020
Q4 | $560K | Buy |
19,467
+3
| +0% | +$86 | 0.29% | 70 |
|
|
2020
Q3 | $555K | Sell |
19,464
-1,370
| -7% | -$39.1K | 0.31% | 65 |
|
|
2020
Q2 | $630K | Buy |
20,834
+15
| +0.1% | +$454 | 0.38% | 56 |
|
|
2020
Q1 | $607K | Sell |
20,819
-850
| -4% | -$24.8K | 0.43% | 47 |
|
|
2019
Q4 | $847K | Buy |
+21,669
| New | +$847K | 0.56% | 40 |
|