Carson Wealth (CWM LLC)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6M | Sell |
2,268,057
-113,377
| -5% | -$3.28M | 0.23% | 87 |
|
|
2025
Q1 | $67.3M | Sell |
2,381,434
-37,985
| -2% | -$1.07M | 0.27% | 80 |
|
|
2024
Q4 | $55.1M | Sell |
2,419,419
-36,141
| -1% | -$823K | 0.23% | 86 |
|
|
2024
Q3 | $54M | Buy |
2,455,560
+69,306
| +3% | +$1.52M | 0.23% | 86 |
|
|
2024
Q2 | $45.6M | Sell |
2,386,254
-22,252
| -0.9% | -$425K | 0.22% | 97 |
|
|
2024
Q1 | $42.4M | Buy |
2,408,506
+9,627
| +0.4% | +$169K | 0.21% | 95 |
|
|
2023
Q4 | $40.3M | Sell |
2,398,879
-78,108
| -3% | -$1.31M | 0.22% | 89 |
|
|
2023
Q3 | $37.2M | Buy |
2,476,987
+512,413
| +26% | +$7.7M | 0.23% | 81 |
|
|
2023
Q2 | $31.3M | Buy |
1,964,574
+53,971
| +3% | +$861K | 0.19% | 99 |
|
|
2023
Q1 | $36.8M | Buy |
1,910,603
+115,763
| +6% | +$2.23M | 0.25% | 75 |
|
|
2022
Q4 | $33M | Buy |
1,794,840
+116,462
| +7% | +$2.14M | 0.24% | 87 |
|
|
2022
Q3 | $25.7M | Buy |
1,678,378
+98,094
| +6% | +$1.5M | 0.2% | 101 |
|
|
2022
Q2 | $33.1M | Sell |
1,580,284
-103,655
| -6% | -$2.17M | 0.26% | 79 |
|
|
2022
Q1 | $30.1M | Buy |
1,683,939
+109,949
| +7% | +$1.96M | 0.21% | 86 |
|
|
2021
Q4 | $29.2M | Buy |
+1,573,990
| New | +$29.2M | 0.21% | 101 |
|
|
2021
Q2 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2021
Q1 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q4 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q3 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q2 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q1 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q4 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q3 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q2 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q1 | $34.6M | Buy |
1,593,061
+1,275,674
| +402% | +$27.7M | 0.28% | 61 |
|
|
2018
Q4 | $6.84M | Sell |
317,387
-151,092
| -32% | -$3.26M | 0.17% | 124 |
|
|
2018
Q3 | $11.9M | Buy |
468,479
+89,446
| +24% | +$2.27M | 0.3% | 89 |
|
|
2018
Q2 | $9.19M | Buy |
379,033
+327,441
| +635% | +$7.94M | 0.3% | 80 |
|
|
2018
Q1 | $1.39M | Buy |
51,592
+2,411
| +5% | +$64.9K | 0.06% | 204 |
|
|
2017
Q4 | $1.44M | Sell |
49,181
-1,217
| -2% | -$35.7K | 0.06% | 202 |
|
|
2017
Q3 | $1.49M | Buy |
50,398
+657
| +1% | +$19.4K | 0.07% | 176 |
|
|
2017
Q2 | $1.42M | Sell |
49,741
-453
| -0.9% | -$12.9K | 0.07% | 176 |
|
|
2017
Q1 | $1.58M | Sell |
50,194
-11,250
| -18% | -$353K | 0.09% | 160 |
|
|
2016
Q4 | $1.97M | Buy |
61,444
+9,180
| +18% | +$295K | 0.12% | 153 |
|
|
2016
Q3 | $1.6M | Buy |
52,264
+9,237
| +21% | +$283K | 0.11% | 153 |
|
|
2016
Q2 | $1.4M | Buy |
43,027
+7,730
| +22% | +$252K | 0.1% | 160 |
|
|
2016
Q1 | $1.04M | Buy |
35,297
+10,943
| +45% | +$324K | 0.09% | 154 |
|
|
2015
Q4 | $633K | Buy |
24,354
+3,602
| +17% | +$93.6K | 0.06% | 162 |
|
|
2015
Q3 | $511K | Sell |
20,752
-395
| -2% | -$9.73K | 0.05% | 154 |
|
|
2015
Q2 | $567K | Sell |
21,147
-4,683
| -18% | -$126K | 0.05% | 138 |
|
|
2015
Q1 | $637K | Sell |
25,830
-4,668
| -15% | -$115K | 0.06% | 139 |
|
|
2014
Q4 | $774K | Buy |
30,498
+10,894
| +56% | +$276K | 0.09% | 134 |
|
|
2014
Q3 | $522K | Buy |
19,604
+617
| +3% | +$16.4K | 0.08% | 154 |
|
|
2014
Q2 | $507K | Sell |
18,987
-549
| -3% | -$14.7K | 0.09% | 115 |
|
|
2014
Q1 | $517K | Sell |
19,536
-25,117
| -56% | -$665K | 0.07% | 107 |
|
|
2013
Q4 | $1.19M | Buy |
44,653
+14,173
| +46% | +$376K | 0.19% | 80 |
|
|
2013
Q3 | $779K | Buy |
+30,480
| New | +$779K | 0.2% | 65 |
|