CWM
Cedar Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
11,895
| – | – | 0.12% | 60 |
|
|
2025
Q1 | $336K | Sell |
11,895
-9,182
| -44% | -$260K | 0.12% | 60 |
|
|
2024
Q4 | $480K | Sell |
21,077
-136
| -0.6% | -$3.1K | 0.17% | 47 |
|
|
2024
Q3 | $467K | Sell |
21,213
-17,953
| -46% | -$395K | 0.14% | 72 |
|
|
2024
Q2 | $748K | Buy |
39,166
+277
| +0.7% | +$5.29K | 0.24% | 56 |
|
|
2024
Q1 | $684K | Sell |
38,889
-15,925
| -29% | -$280K | 0.23% | 55 |
|
|
2023
Q4 | $920K | Buy |
54,814
+6,925
| +14% | +$116K | 0.33% | 40 |
|
|
2023
Q3 | $719K | Buy |
47,889
+13,765
| +40% | +$207K | 0.28% | 49 |
|
|
2023
Q2 | $544K | Hold |
34,124
| – | – | 0.21% | 59 |
|
|
2023
Q1 | $657K | Buy |
34,124
+425
| +1% | +$8.18K | 0.27% | 51 |
|
|
2022
Q4 | $620K | Sell |
33,699
-33,212
| -50% | -$611K | 0.31% | 48 |
|
|
2022
Q3 | $1.03M | Sell |
66,911
-7,381
| -10% | -$113K | 0.51% | 32 |
|
|
2022
Q2 | $1.56M | Sell |
74,292
-1,775
| -2% | -$37.2K | 0.71% | 25 |
|
|
2022
Q1 | $1.8M | Sell |
76,067
-1,311
| -2% | -$31K | 0.73% | 27 |
|
|
2021
Q4 | $1.9M | Buy |
77,378
+14,078
| +22% | +$346K | 0.77% | 28 |
|
|
2021
Q3 | $1.71M | Buy |
63,300
+9,859
| +18% | +$266K | 0.76% | 26 |
|
|
2021
Q2 | $1.54M | Sell |
53,441
-1,262
| -2% | -$36.3K | 0.69% | 27 |
|
|
2021
Q1 | $1.66M | Buy |
54,703
+2,631
| +5% | +$79.6K | 0.82% | 22 |
|
|
2020
Q4 | $1.5M | Buy |
52,072
+18,791
| +56% | +$541K | 0.8% | 22 |
|
|
2020
Q3 | $949K | Buy |
33,281
+475
| +1% | +$13.5K | 0.59% | 27 |
|
|
2020
Q2 | $992K | Hold |
32,806
| – | – | 0.67% | 23 |
|
|
2020
Q1 | $956K | Buy |
32,806
+2,010
| +7% | +$58.6K | 0.65% | 21 |
|
|
2019
Q4 | $1.2M | Sell |
30,796
-2,787
| -8% | -$109K | 0.71% | 17 |
|
|
2019
Q3 | $1.27M | Buy |
33,583
+2,660
| +9% | +$101K | 0.85% | 14 |
|
|
2019
Q2 | $1.04M | Sell |
30,923
-560
| -2% | -$18.8K | 0.67% | 15 |
|
|
2019
Q1 | $987K | Sell |
31,483
-1,128
| -3% | -$35.4K | 0.62% | 14 |
|
|
2018
Q4 | $931K | Sell |
32,611
-640
| -2% | -$18.3K | 0.67% | 15 |
|
|
2018
Q3 | $1.12M | Buy |
33,251
+21,735
| +189% | +$730K | 0.59% | 14 |
|
|
2018
Q2 | $370K | Sell |
11,516
-54
| -0.5% | -$1.74K | 0.21% | 27 |
|
|
2018
Q1 | $412K | Buy |
11,570
+2,207
| +24% | +$78.6K | 0.25% | 24 |
|
|
2017
Q4 | $364K | Buy |
9,363
+453
| +5% | +$17.6K | 0.22% | 25 |
|
|
2017
Q3 | $349K | Buy |
8,910
+1,145
| +15% | +$44.8K | 0.21% | 28 |
|
|
2017
Q2 | $293K | Buy |
7,765
+2,280
| +42% | +$86K | 0.19% | 32 |
|
|
2017
Q1 | $228K | Buy |
5,485
+50
| +0.9% | +$2.08K | 0.14% | 44 |
|
|
2016
Q4 | $231K | Buy |
5,435
+435
| +9% | +$18.5K | 0.16% | 46 |
|
|
2016
Q3 | $203K | Hold |
5,000
| – | – | 0.14% | 33 |
|
|
2016
Q2 | $216K | Sell |
5,000
-4,149
| -45% | -$179K | 0.14% | 39 |
|
|
2016
Q1 | $358K | Buy |
+9,149
| New | +$358K | 0.25% | 14 |
|