CWM
Collaborative Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
8,712
-147
| -2% | -$4.25K | 0.11% | 155 |
|
|
2025
Q1 | $251K | Sell |
8,859
-2,431
| -22% | -$68.8K | 0.12% | 142 |
|
|
2024
Q4 | $257K | Sell |
11,290
-153
| -1% | -$3.48K | 0.12% | 145 |
|
|
2024
Q3 | $252K | Buy |
11,443
+926
| +9% | +$20.4K | 0.11% | 142 |
|
|
2024
Q2 | $201K | Buy |
10,517
+64
| +0.6% | +$1.22K | 0.1% | 162 |
|
|
2024
Q1 | $184K | Sell |
10,453
-401
| -4% | -$7.06K | 0.09% | 165 |
|
|
2023
Q4 | $182K | Buy |
10,854
+684
| +7% | +$11.5K | 0.1% | 162 |
|
|
2023
Q3 | $153K | Buy |
+10,170
| New | +$153K | 0.09% | 159 |
|
|
2023
Q1 | – | Sell |
-10,165
| Closed | -$187K | – | 178 |
|
|
2022
Q4 | $187K | Buy |
+10,165
| New | +$187K | 0.12% | 167 |
|
|
2022
Q3 | – | Sell |
-10,447
| Closed | -$219K | – | 188 |
|
|
2022
Q2 | $219K | Buy |
+10,447
| New | +$219K | 0.14% | 167 |
|
|
2021
Q4 | $209K | Buy |
+8,510
| New | +$209K | 0.11% | 191 |
|
|
2021
Q1 | $206K | Buy |
+8,725
| New | +$206K | 0.12% | 186 |
|