CJM Wealth Advisers’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
24,506
+5,451
| +29% | +$158K | 0.24% | 35 |
|
|
2025
Q1 | $539K | Buy |
19,055
+8,783
| +86% | +$248K | 0.19% | 38 |
|
|
2024
Q4 | $234K | Sell |
10,272
-49
| -0.5% | -$1.12K | 0.08% | 63 |
|
|
2024
Q3 | $227K | Buy |
10,321
+60
| +0.6% | +$1.32K | 0.08% | 64 |
|
|
2024
Q2 | $195K | Hold |
10,261
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $181K | Hold |
10,261
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $172K | Hold |
10,261
| – | – | 0.08% | 58 |
|
|
2023
Q3 | $154K | Sell |
10,261
-400
| -4% | -$6.01K | 0.08% | 54 |
|
|
2023
Q2 | $170K | Buy |
+10,661
| New | +$170K | 0.09% | 53 |
|