BWM
T icon

BKM Wealth Management’s AT&T T Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,646
Closed -$306K 167
2024
Q2
$306K Buy
12,646
+6,894
+120% +$167K 0.15% 126
2024
Q1
$101K Buy
5,752
+470
+9% +$8.27K 0.04% 182
2023
Q4
$88.6K Buy
+5,282
New +$88.6K 0.04% 212