CTWM
Cherry Tree Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
5,905
-3,647
| -38% | -$106K | 0.04% | 169 |
|
|
2025
Q1 | $270K | Sell |
9,552
-3,795
| -28% | -$107K | 0.07% | 135 |
|
|
2024
Q4 | $304K | Hold |
13,347
| – | – | 0.08% | 128 |
|
|
2024
Q3 | $294K | Sell |
13,347
-1,245
| -9% | -$27.4K | 0.07% | 138 |
|
|
2024
Q2 | $279K | Hold |
14,592
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $257K | Hold |
14,592
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $245K | Sell |
14,592
-500
| -3% | -$8.39K | 0.07% | 137 |
|
|
2023
Q3 | $227K | Hold |
15,092
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $241K | Buy |
+15,092
| New | +$241K | 0.07% | 129 |
|