BWM
BerganKDV Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $363K | Sell |
22,751
-1,134
| -5% | -$18.1K | 0.04% | 190 |
|
|
2023
Q1 | $460K | Sell |
23,885
-485
| -2% | -$9.34K | 0.05% | 177 |
|
|
2022
Q4 | $449K | Sell |
24,370
-7,605
| -24% | -$140K | 0.05% | 172 |
|
|
2022
Q3 | $491K | Buy |
31,975
+4,029
| +14% | +$61.9K | 0.06% | 163 |
|
|
2022
Q2 | $586K | Buy |
27,946
+1,652
| +6% | +$34.6K | 0.07% | 165 |
|
|
2022
Q1 | $621K | Sell |
26,294
-3,075
| -10% | -$72.6K | 0.07% | 169 |
|
|
2021
Q4 | $722K | Sell |
29,369
-5,111
| -15% | -$126K | 0.08% | 154 |
|
|
2021
Q3 | $931K | Buy |
34,480
+887
| +3% | +$24K | 0.11% | 127 |
|
|
2021
Q2 | $967K | Sell |
33,593
-159
| -0.5% | -$4.58K | 0.11% | 120 |
|
|
2021
Q1 | $1.02M | Buy |
33,752
+6,490
| +24% | +$197K | 0.13% | 117 |
|
|
2020
Q4 | $784K | Sell |
27,262
-300
| -1% | -$8.63K | 0.11% | 117 |
|
|
2020
Q3 | $786K | Sell |
27,562
-1,830
| -6% | -$52.2K | 0.12% | 116 |
|
|
2020
Q2 | $889K | Sell |
29,392
-1,284
| -4% | -$38.8K | 0.15% | 103 |
|
|
2020
Q1 | $894K | Buy |
30,676
+604
| +2% | +$17.6K | 0.18% | 96 |
|
|
2019
Q4 | $1.18M | Buy |
30,072
+2,268
| +8% | +$88.6K | 0.21% | 95 |
|
|
2019
Q3 | $1.05M | Sell |
27,804
-916
| -3% | -$34.7K | 0.21% | 91 |
|
|
2019
Q2 | $962K | Sell |
28,720
-4,705
| -14% | -$158K | 0.19% | 98 |
|
|
2019
Q1 | $1.05M | Buy |
33,425
+3,489
| +12% | +$109K | 0.21% | 83 |
|
|
2018
Q4 | $854K | Buy |
29,936
+852
| +3% | +$24.3K | 0.2% | 90 |
|
|
2018
Q3 | $977K | Sell |
29,084
-119
| -0.4% | -$4K | 0.21% | 84 |
|
|
2018
Q2 | $938K | Buy |
29,203
+2,121
| +8% | +$68.1K | 0.21% | 84 |
|
|
2018
Q1 | $965K | Sell |
27,082
-1,208
| -4% | -$43K | 0.26% | 79 |
|
|
2017
Q4 | $1.1M | Sell |
28,290
-5,760
| -17% | -$224K | 0.26% | 73 |
|
|
2017
Q3 | $1.33M | Sell |
34,050
-4,050
| -11% | -$159K | 0.33% | 58 |
|
|
2017
Q2 | $1.44M | Buy |
38,100
+2,162
| +6% | +$81.6K | 0.41% | 46 |
|
|
2017
Q1 | $1.49M | Sell |
35,938
-202
| -0.6% | -$8.39K | 0.44% | 43 |
|
|
2016
Q4 | $1.54M | Buy |
36,140
+5,221
| +17% | +$222K | 0.51% | 34 |
|
|
2016
Q3 | $1.26M | Buy |
30,919
+196
| +0.6% | +$7.96K | 0.43% | 46 |
|
|
2016
Q2 | $1.33M | Sell |
30,723
-453
| -1% | -$19.6K | 0.57% | 41 |
|
|
2016
Q1 | $1.22M | Buy |
+31,176
| New | +$1.22M | 0.73% | 36 |
|