CWS
Confluence Wealth Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
62,634
+927
| +2% | +$26.8K | 0.1% | 99 |
|
|
2025
Q1 | $1.68M | Sell |
61,707
-176
| -0.3% | -$4.79K | 0.11% | 98 |
|
|
2024
Q4 | $1.39M | Buy |
61,883
+8,604
| +16% | +$194K | 0.09% | 112 |
|
|
2024
Q3 | $1.17M | Buy |
53,279
+2,383
| +5% | +$52.4K | 0.09% | 126 |
|
|
2024
Q2 | $973K | Buy |
50,896
+4,163
| +9% | +$79.6K | 0.08% | 152 |
|
|
2024
Q1 | $822K | Sell |
46,733
-5,988
| -11% | -$105K | 0.07% | 155 |
|
|
2023
Q4 | $885K | Sell |
52,721
-6,503
| -11% | -$109K | 0.1% | 125 |
|
|
2023
Q3 | $890K | Sell |
59,224
-4,153
| -7% | -$62.4K | 0.18% | 100 |
|
|
2023
Q2 | $1.01M | Sell |
63,377
-1,646
| -3% | -$26.3K | 0.21% | 90 |
|
|
2023
Q1 | $1.25M | Buy |
65,023
+7,732
| +13% | +$149K | 0.29% | 70 |
|
|
2022
Q4 | $1.05M | Sell |
57,291
-4,591
| -7% | -$84.5K | 0.27% | 74 |
|
|
2022
Q3 | $949K | Sell |
61,882
-31,566
| -34% | -$484K | 0.4% | 70 |
|
|
2022
Q2 | $1.69M | Buy |
93,448
+2,825
| +3% | +$50.9K | 0.74% | 37 |
|
|
2022
Q1 | $2.14M | Buy |
90,623
+392
| +0.4% | +$9.26K | 0.77% | 25 |
|
|
2021
Q4 | $2.22M | Buy |
+90,231
| New | +$2.22M | 0.72% | 23 |
|