CWM
Congress Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
446,629
+98,684
| +28% | +$2.82M | 0.12% | 196 |
|
|
2025
Q1 | $9.55M | Buy |
347,945
+221,864
| +176% | +$6.09M | 0.11% | 209 |
|
|
2024
Q4 | $2.87M | Sell |
126,081
-70,966
| -36% | -$1.62M | 0.04% | 359 |
|
|
2024
Q3 | $4.34M | Buy |
197,047
+49,029
| +33% | +$1.08M | 0.06% | 314 |
|
|
2024
Q2 | $2.83M | Buy |
148,018
+124,979
| +542% | +$2.39M | 0.05% | 309 |
|
|
2024
Q1 | $405K | Sell |
23,039
-14,222
| -38% | -$250K | 0.01% | 472 |
|
|
2023
Q4 | $625K | Buy |
37,261
+8,030
| +27% | +$135K | 0.01% | 440 |
|
|
2023
Q3 | $439K | Buy |
29,231
+8,138
| +39% | +$122K | 0.01% | 470 |
|
|
2023
Q2 | $336K | Buy |
21,093
+164
| +0.8% | +$2.62K | 0.01% | 470 |
|
|
2023
Q1 | $403K | Sell |
20,929
-894
| -4% | -$17.2K | 0.01% | 444 |
|
|
2022
Q4 | $402K | Buy |
21,823
+1,230
| +6% | +$22.6K | 0.01% | 434 |
|
|
2022
Q3 | $315K | Sell |
20,593
-1,849
| -8% | -$28.3K | 0.01% | 465 |
|
|
2022
Q2 | $471K | Sell |
22,442
-4,067
| -15% | -$85.4K | 0.01% | 417 |
|
|
2022
Q1 | $626K | Sell |
26,509
-24,282
| -48% | -$573K | 0.01% | 412 |
|
|
2021
Q4 | $1.25M | Buy |
+50,791
| New | +$1.25M | 0.02% | 348 |
|