CWM
Centric Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
7,408
-191
| -3% | -$5.36K | 0.05% | 180 |
|
|
2025
Q1 | $215K | Buy |
+7,599
| New | +$215K | 0.06% | 160 |
|
|
2021
Q4 | – | Sell |
-7,492
| Closed | -$202K | – | 164 |
|
|
2021
Q3 | $202K | Buy |
7,492
+55
| +0.7% | +$1.48K | 0.07% | 148 |
|
|
2021
Q2 | $214K | Sell |
7,437
-11,122
| -60% | -$320K | 0.07% | 143 |
|
|
2021
Q1 | $562K | Buy |
18,559
+9,261
| +100% | +$280K | 0.16% | 129 |
|
|
2020
Q4 | $267K | Buy |
9,298
+3,308
| +55% | +$95K | 0.08% | 167 |
|
|
2020
Q3 | $222K | Buy |
+5,990
| New | +$222K | 0.17% | 98 |
|
|
2020
Q2 | – | Sell |
-5,990
| Closed | -$222K | – | 158 |
|
|
2020
Q1 | $222K | Sell |
5,990
-608
| -9% | -$22.5K | 0.17% | 98 |
|
|
2019
Q4 | $258K | Buy |
6,598
+608
| +10% | +$23.8K | 0.21% | 75 |
|
|
2019
Q3 | $222K | Buy |
+5,990
| New | +$222K | 0.17% | 98 |
|
|
2019
Q1 | – | Sell |
-14,398
| Closed | -$411K | – | 110 |
|
|
2018
Q4 | $411K | Buy |
+14,398
| New | +$411K | 0.36% | 67 |
|