CWP
CFM Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
13,442
-286
| -2% | -$8.28K | 0.06% | 102 |
|
|
2025
Q1 | $388K | Hold |
13,728
| – | – | 0.07% | 106 |
|
|
2024
Q4 | $313K | Sell |
13,728
-140
| -1% | -$3.19K | 0.05% | 115 |
|
|
2024
Q3 | $305K | Sell |
13,868
-6,207
| -31% | -$137K | 0.05% | 120 |
|
|
2024
Q2 | $384K | Sell |
20,075
-662
| -3% | -$12.7K | 0.07% | 112 |
|
|
2024
Q1 | $365K | Buy |
20,737
+434
| +2% | +$7.64K | 0.07% | 120 |
|
|
2023
Q4 | $341K | Sell |
20,303
-3,136
| -13% | -$52.6K | 0.08% | 129 |
|
|
2023
Q3 | $352K | Sell |
23,439
-3,698
| -14% | -$55.5K | 0.09% | 117 |
|
|
2023
Q2 | $433K | Sell |
27,137
-8,341
| -24% | -$133K | 0.11% | 122 |
|
|
2023
Q1 | $683K | Buy |
35,478
+1,764
| +5% | +$34K | 0.18% | 90 |
|
|
2022
Q4 | $621K | Sell |
33,714
-395
| -1% | -$7.27K | 0.19% | 97 |
|
|
2022
Q3 | $523K | Sell |
34,109
-2,640
| -7% | -$40.5K | 0.17% | 92 |
|
|
2022
Q2 | $770K | Sell |
36,749
-1,512
| -4% | -$31.7K | 0.23% | 87 |
|
|
2022
Q1 | $904K | Sell |
38,261
-4,180
| -10% | -$98.8K | 0.22% | 84 |
|
|
2021
Q4 | $1.08M | Sell |
42,441
-3,853
| -8% | -$98K | 0.24% | 80 |
|
|
2021
Q3 | $1.25M | Sell |
46,294
-2,250
| -5% | -$60.8K | 0.31% | 65 |
|
|
2021
Q2 | $1.4M | Sell |
48,544
-1,998
| -4% | -$57.5K | 0.37% | 58 |
|
|
2021
Q1 | $1.53M | Sell |
50,542
-3,111
| -6% | -$94.2K | 0.46% | 52 |
|
|
2020
Q4 | $1.54M | Sell |
53,653
-12,825
| -19% | -$369K | 0.49% | 50 |
|
|
2020
Q3 | $1.96M | Sell |
66,478
-198
| -0.3% | -$5.84K | 0.71% | 38 |
|
|
2020
Q2 | $2.11M | Sell |
66,676
-1,609
| -2% | -$50.8K | 0.8% | 33 |
|
|
2020
Q1 | $1.99M | Buy |
68,285
+138
| +0.2% | +$4.02K | 0.92% | 28 |
|
|
2019
Q4 | $2.59M | Buy |
+68,147
| New | +$2.59M | 0.95% | 29 |
|