CWM
C2C Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
15,808
| – | – | 0.41% | 46 |
|
|
2025
Q1 | $447K | Hold |
15,808
| – | – | 0.42% | 47 |
|
|
2024
Q4 | $360K | Hold |
15,808
| – | – | 0.33% | 56 |
|
|
2024
Q3 | $356K | Hold |
15,808
| – | – | 0.33% | 57 |
|
|
2024
Q2 | $302K | Hold |
15,808
| – | – | 0.3% | 70 |
|
|
2024
Q1 | $278K | Hold |
15,808
| – | – | 0.28% | 71 |
|
|
2023
Q4 | $265K | Sell |
15,808
-30,374
| -66% | -$508K | 0.22% | 89 |
|
|
2023
Q3 | $677K | Sell |
46,182
-12,824
| -22% | -$188K | 0.1% | 110 |
|
|
2023
Q2 | $803K | Sell |
59,006
-2,087
| -3% | -$28.4K | 0.11% | 102 |
|
|
2023
Q1 | $1.21M | Buy |
61,093
+21,622
| +55% | +$428K | 0.19% | 63 |
|
|
2022
Q4 | $747K | Buy |
39,471
+515
| +1% | +$9.75K | 0.13% | 77 |
|
|
2022
Q3 | $627K | Sell |
38,956
-3,394
| -8% | -$54.6K | 0.12% | 87 |
|
|
2022
Q2 | $881K | Sell |
42,350
-8,990
| -18% | -$187K | 0.16% | 72 |
|
|
2022
Q1 | $1M | Sell |
51,340
-19,619
| -28% | -$383K | 0.17% | 73 |
|
|
2021
Q4 | $1.75M | Buy |
+70,959
| New | +$1.75M | 0.25% | 45 |
|