CWM
Cahaba Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
44,584
-1,690
| -4% | -$48.9K | 0.1% | 44 |
|
|
2025
Q1 | $1.31M | Buy |
46,274
+7,069
| +18% | +$200K | 0.11% | 39 |
|
|
2024
Q4 | $893K | Sell |
39,205
-1,104
| -3% | -$25.1K | 0.07% | 56 |
|
|
2024
Q3 | $887K | Buy |
40,309
+12,972
| +47% | +$285K | 0.07% | 59 |
|
|
2024
Q2 | $522K | Buy |
27,337
+5,392
| +25% | +$103K | 0.05% | 86 |
|
|
2024
Q1 | $386K | Buy |
21,945
+873
| +4% | +$15.4K | 0.04% | 100 |
|
|
2023
Q4 | $354K | Sell |
21,072
-850
| -4% | -$14.3K | 0.04% | 95 |
|
|
2023
Q3 | $329K | Sell |
21,922
-721
| -3% | -$10.8K | 0.04% | 101 |
|
|
2023
Q2 | $361K | Sell |
22,643
-3,060
| -12% | -$48.8K | 0.04% | 100 |
|
|
2023
Q1 | $495K | Buy |
25,703
+8,210
| +47% | +$158K | 0.06% | 79 |
|
|
2022
Q4 | $322K | Sell |
17,493
-2,221
| -11% | -$40.9K | 0.04% | 103 |
|
|
2022
Q3 | $302K | Buy |
19,714
+2,320
| +13% | +$35.5K | 0.04% | 102 |
|
|
2022
Q2 | $364K | Sell |
17,394
-326
| -2% | -$6.82K | 0.05% | 91 |
|
|
2022
Q1 | $334K | Sell |
17,720
-582
| -3% | -$11K | 0.05% | 103 |
|
|
2021
Q4 | $450K | Sell |
18,302
-6,964
| -28% | -$171K | 0.06% | 87 |
|
|
2021
Q3 | $682K | Buy |
25,266
+8,131
| +47% | +$219K | 0.1% | 57 |
|
|
2021
Q2 | $480K | Sell |
17,135
-4,658
| -21% | -$130K | 0.07% | 54 |
|
|
2021
Q1 | $659K | Sell |
21,793
-2,251
| -9% | -$68.1K | 0.1% | 48 |
|
|
2020
Q4 | $695K | Buy |
24,044
+2,531
| +12% | +$73.2K | 0.11% | 48 |
|
|
2020
Q3 | $613K | Buy |
21,513
+8,692
| +68% | +$248K | 0.12% | 50 |
|
|
2020
Q2 | $379K | Sell |
12,821
-6,032
| -32% | -$178K | 0.08% | 58 |
|
|
2020
Q1 | $549K | Buy |
18,853
+637
| +3% | +$18.5K | 0.14% | 45 |
|
|
2019
Q4 | $711K | Sell |
18,216
-3,982
| -18% | -$155K | 0.16% | 43 |
|
|
2019
Q3 | $839K | Sell |
22,198
-13,906
| -39% | -$526K | 0.2% | 41 |
|
|
2019
Q2 | $1.21M | Sell |
36,104
-5,864
| -14% | -$196K | 0.3% | 35 |
|
|
2019
Q1 | $1.32M | Buy |
41,968
+1,739
| +4% | +$54.5K | 0.36% | 31 |
|
|
2018
Q4 | $1.15M | Sell |
40,229
-1,104
| -3% | -$31.5K | 0.35% | 36 |
|
|
2018
Q3 | $1.38M | Sell |
41,333
-298
| -0.7% | -$9.98K | 0.45% | 25 |
|
|
2018
Q2 | $1.29M | Buy |
41,631
+4,778
| +13% | +$149K | 0.45% | 26 |
|
|
2018
Q1 | $1.29M | Buy |
36,853
+7,561
| +26% | +$265K | 0.51% | 25 |
|
|
2017
Q4 | $1.14M | Sell |
29,292
-4,183
| -12% | -$163K | 0.46% | 27 |
|
|
2017
Q3 | $1.31M | Buy |
+33,475
| New | +$1.31M | 0.6% | 25 |
|