CWM
Campbell Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $290K | Buy |
+12,723
| New | +$290K | 0.03% | 70 |
|
|
2024
Q3 | – | Sell |
-14,681
| Closed | -$281K | – | 84 |
|
|
2024
Q2 | $281K | Buy |
14,681
+1,971
| +16% | +$37.7K | 0.09% | 34 |
|
|
2024
Q1 | $224K | Buy |
+12,710
| New | +$224K | 0.02% | 86 |
|
|
2022
Q1 | – | Sell |
-8,206
| Closed | -$202K | – | 83 |
|
|
2021
Q4 | $202K | Sell |
8,206
-1,292
| -14% | -$31.8K | 0.02% | 79 |
|
|
2021
Q3 | $257K | Buy |
9,498
+30
| +0.3% | +$812 | 0.03% | 55 |
|
|
2021
Q2 | $272K | Sell |
9,468
-435
| -4% | -$12.5K | 0.04% | 52 |
|
|
2021
Q1 | $300K | Buy |
9,903
+5
| +0.1% | +$151 | 0.04% | 43 |
|
|
2020
Q4 | $285K | Buy |
9,898
+287
| +3% | +$8.26K | 0.04% | 41 |
|
|
2020
Q3 | $274K | Buy |
9,611
+23
| +0.2% | +$656 | 0.04% | 41 |
|
|
2020
Q2 | $290K | Sell |
9,588
-312
| -3% | -$9.44K | 0.05% | 39 |
|
|
2020
Q1 | $289K | Sell |
9,900
-4,573
| -32% | -$133K | 0.06% | 34 |
|
|
2019
Q4 | $566K | Sell |
14,473
-770
| -5% | -$30.1K | 0.11% | 26 |
|
|
2019
Q3 | $577K | Buy |
15,243
+49
| +0.3% | +$1.86K | 0.13% | 24 |
|
|
2019
Q2 | $509K | Buy |
15,194
+2
| +0% | +$67 | 0.12% | 24 |
|
|
2019
Q1 | $476K | Sell |
15,192
-523
| -3% | -$16.4K | 0.13% | 23 |
|
|
2018
Q4 | $448K | Buy |
+15,715
| New | +$448K | 0.14% | 26 |
|