BWM
Biltmore Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
11,014
+1
| +0% | +$29 | 0.13% | 52 |
|
|
2025
Q1 | $311K | Sell |
11,013
-84
| -0.8% | -$2.38K | 0.13% | 49 |
|
|
2024
Q4 | $253K | Sell |
11,097
-9
| -0.1% | -$205 | 0.11% | 52 |
|
|
2024
Q3 | $244K | Buy |
11,106
+1
| +0% | +$22 | 0.1% | 52 |
|
|
2024
Q2 | $212K | Buy |
11,105
+5
| +0% | +$96 | 0.09% | 52 |
|
|
2024
Q1 | $186K | Hold |
11,100
| – | – | 0.09% | 53 |
|
|
2023
Q4 | $186K | Buy |
11,100
+2
| +0% | +$34 | 0.09% | 53 |
|
|
2023
Q3 | $167K | Buy |
11,098
+2
| +0% | +$30 | 0.08% | 52 |
|
|
2023
Q2 | $177K | Buy |
11,096
+2
| +0% | +$32 | 0.08% | 52 |
|
|
2023
Q1 | $214K | Buy |
11,094
+2
| +0% | +$38 | 0.09% | 49 |
|
|
2022
Q4 | $204K | Buy |
11,092
+2
| +0% | +$37 | 0.09% | 48 |
|
|
2022
Q3 | $170K | Buy |
11,090
+1
| +0% | +$15 | 0.08% | 46 |
|
|
2022
Q2 | $232K | Buy |
11,089
+2
| +0% | +$42 | 0.1% | 44 |
|
|
2022
Q1 | $262K | Buy |
11,087
+3
| +0% | +$71 | 0.1% | 46 |
|
|
2021
Q4 | $273K | Sell |
11,084
-1,636
| -13% | -$40.3K | 0.1% | 47 |
|
|
2021
Q3 | $344K | Buy |
12,720
+3,465
| +37% | +$93.7K | 0.14% | 43 |
|
|
2021
Q2 | $266K | Buy |
9,255
+1,640
| +22% | +$47.1K | 0.11% | 43 |
|
|
2021
Q1 | $231K | Buy |
7,615
+2
| +0% | +$61 | 0.1% | 42 |
|
|
2020
Q4 | $219K | Buy |
7,613
+3
| +0% | +$86 | 0.11% | 44 |
|
|
2020
Q3 | $230K | Buy |
7,610
+2
| +0% | +$60 | 0.13% | 40 |
|
|
2020
Q2 | $222K | Buy |
7,608
+100
| +1% | +$2.92K | 0.14% | 39 |
|
|
2020
Q1 | $293K | Hold |
7,508
| – | – | 0.14% | 45 |
|
|
2019
Q4 | $293K | Hold |
7,508
| – | – | 0.14% | 45 |
|
|
2019
Q3 | $284K | Hold |
7,508
| – | – | 0.14% | 44 |
|
|
2019
Q2 | $252K | Hold |
7,508
| – | – | 0.13% | 44 |
|
|
2019
Q1 | $235K | Hold |
7,508
| – | – | 0.13% | 47 |
|
|
2018
Q4 | $214K | Hold |
7,508
| – | – | 0.24% | 37 |
|
|
2018
Q3 | $252K | Sell |
7,508
-23
| -0.3% | -$772 | 0.21% | 37 |
|
|
2018
Q2 | $242K | Hold |
7,531
| – | – | 0.22% | 35 |
|
|
2018
Q1 | $268K | Hold |
7,531
| – | – | 0.25% | 34 |
|
|
2017
Q4 | $293K | Hold |
7,531
| – | – | 0.26% | 32 |
|
|
2017
Q3 | $295K | Hold |
7,531
| – | – | 0.31% | 32 |
|
|
2017
Q2 | $284K | Hold |
7,531
| – | – | 0.32% | 30 |
|
|
2017
Q1 | $313K | Hold |
7,531
| – | – | 0.29% | 26 |
|
|
2016
Q4 | $320K | Hold |
7,531
| – | – | 0.3% | 21 |
|
|
2016
Q3 | $306K | Sell |
7,531
-1,823
| -19% | -$74.1K | 0.27% | 23 |
|
|
2016
Q2 | $404K | Buy |
9,354
+23
| +0.2% | +$993 | 0.34% | 21 |
|
|
2016
Q1 | $365K | Buy |
9,331
+1,800
| +24% | +$70.4K | 0.31% | 25 |
|
|
2015
Q4 | $259K | Hold |
7,531
| – | – | 0.23% | 33 |
|
|
2015
Q3 | $245K | Sell |
7,531
-400
| -5% | -$13K | 0.22% | 35 |
|
|
2015
Q2 | $282K | Hold |
7,931
| – | – | 0.23% | 36 |
|
|
2015
Q1 | $259K | Hold |
7,931
| – | – | 0.22% | 37 |
|
|
2014
Q4 | $266K | Buy |
+7,931
| New | +$266K | 0.23% | 35 |
|