CWM
CarsonAllaria Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Buy |
1,226
+3
| +0.2% | +$87 | 0.02% | 154 |
|
|
2025
Q1 | $34.6K | Sell |
1,223
-228
| -16% | -$6.45K | 0.02% | 153 |
|
|
2024
Q4 | $33.1K | Buy |
1,451
+7
| +0.5% | +$159 | 0.02% | 157 |
|
|
2024
Q3 | $31.8K | Buy |
1,444
+7
| +0.5% | +$154 | 0.02% | 165 |
|
|
2024
Q2 | $27.5K | Sell |
1,437
-219
| -13% | -$4.19K | 0.02% | 165 |
|
|
2024
Q1 | $29.1K | Sell |
1,656
-173
| -9% | -$3.05K | 0.02% | 163 |
|
|
2023
Q4 | $30.7K | Sell |
1,829
-374
| -17% | -$6.28K | 0.02% | 141 |
|
|
2023
Q3 | $33.1K | Buy |
2,203
+166
| +8% | +$2.49K | 0.03% | 132 |
|
|
2023
Q2 | $32.5K | Buy |
2,037
+14
| +0.7% | +$223 | 0.03% | 139 |
|
|
2023
Q1 | $38.9K | Buy |
2,023
+13
| +0.6% | +$250 | 0.03% | 119 |
|
|
2022
Q4 | $37K | Buy |
2,010
+23
| +1% | +$423 | 0.03% | 118 |
|
|
2022
Q3 | $30K | Buy |
1,987
+13
| +0.7% | +$196 | 0.03% | 125 |
|
|
2022
Q2 | $41K | Buy |
1,974
+63
| +3% | +$1.31K | 0.04% | 113 |
|
|
2022
Q1 | $45K | Buy |
1,911
+18
| +1% | +$424 | 0.04% | 114 |
|
|
2021
Q4 | $47K | Buy |
+1,893
| New | +$47K | 0.04% | 119 |
|