BWA
Beam Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
45,403
-3,632
| -7% | -$105K | 0.39% | 57 |
|
|
2025
Q1 | $1.39M | Buy |
49,035
+3,835
| +8% | +$108K | 0.47% | 52 |
|
|
2024
Q4 | $1.03M | Sell |
45,200
-1,082
| -2% | -$24.6K | 0.33% | 60 |
|
|
2024
Q3 | $1.02M | Sell |
46,282
-2,855
| -6% | -$62.8K | 0.31% | 60 |
|
|
2024
Q2 | $939K | Buy |
49,137
+22,700
| +86% | +$434K | 0.31% | 59 |
|
|
2024
Q1 | $465K | Sell |
26,437
-3,958
| -13% | -$69.7K | 0.28% | 61 |
|
|
2023
Q4 | $510K | Sell |
30,395
-262
| -0.9% | -$4.4K | 0.32% | 54 |
|
|
2023
Q3 | $460K | Buy |
30,657
+757
| +3% | +$11.4K | 0.33% | 54 |
|
|
2023
Q2 | $477K | Buy |
29,900
+4,529
| +18% | +$72.2K | 0.33% | 56 |
|
|
2023
Q1 | $488K | Sell |
25,371
-1,279
| -5% | -$24.6K | 0.49% | 53 |
|
|
2022
Q4 | $491K | Sell |
26,650
-3,139
| -11% | -$57.8K | 0.51% | 53 |
|
|
2022
Q3 | $457K | Buy |
29,789
+1,019
| +4% | +$15.6K | 0.51% | 59 |
|
|
2022
Q2 | $603K | Buy |
28,770
+5,600
| +24% | +$117K | 0.67% | 53 |
|
|
2022
Q1 | $547K | Buy |
23,170
+3,198
| +16% | +$75.5K | 0.63% | 49 |
|
|
2021
Q4 | $491K | Sell |
19,972
-1,553
| -7% | -$38.2K | 0.56% | 52 |
|
|
2021
Q3 | $581K | Buy |
21,525
+352
| +2% | +$9.5K | 0.5% | 65 |
|
|
2021
Q2 | $609K | Sell |
21,173
-1,270
| -6% | -$36.5K | 0.53% | 66 |
|
|
2021
Q1 | $679K | Buy |
22,443
+1,645
| +8% | +$49.8K | 0.61% | 61 |
|
|
2020
Q4 | $598K | Sell |
20,798
-3,741
| -15% | -$108K | 0.56% | 62 |
|
|
2020
Q3 | $700K | Buy |
24,539
+8,679
| +55% | +$248K | 0.66% | 49 |
|
|
2020
Q2 | $484K | Sell |
15,860
-876
| -5% | -$26.7K | 0.49% | 62 |
|
|
2020
Q1 | $488K | Buy |
16,736
+221
| +1% | +$6.44K | 0.48% | 68 |
|
|
2019
Q4 | $645K | Buy |
+16,515
| New | +$645K | 0.6% | 48 |
|