CFA
CWS Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
19,431
-560
| -3% | -$16.2K | 0.16% | 72 |
|
|
2025
Q1 | $565K | Sell |
19,991
-1,048
| -5% | -$29.6K | 0.18% | 65 |
|
|
2024
Q4 | $479K | Sell |
21,039
-69
| -0.3% | -$1.57K | 0.16% | 76 |
|
|
2024
Q3 | $464K | Buy |
21,108
+74
| +0.4% | +$1.63K | 0.16% | 70 |
|
|
2024
Q2 | $402K | Sell |
21,034
-270
| -1% | -$5.16K | 0.16% | 70 |
|
|
2024
Q1 | $375K | Sell |
21,304
-3,896
| -15% | -$68.6K | 0.15% | 75 |
|
|
2023
Q4 | $423K | Sell |
25,200
-748
| -3% | -$12.6K | 0.16% | 99 |
|
|
2023
Q3 | $390K | Buy |
25,948
+152
| +0.6% | +$2.28K | 0.16% | 102 |
|
|
2023
Q2 | $411K | Sell |
25,796
-4,895
| -16% | -$78.1K | 0.16% | 98 |
|
|
2023
Q1 | $591K | Buy |
30,691
+1,685
| +6% | +$32.4K | 0.24% | 69 |
|
|
2022
Q4 | $878K | Sell |
29,006
-622
| -2% | -$18.8K | 0.38% | 48 |
|
|
2022
Q3 | $454K | Sell |
29,628
-582
| -2% | -$8.92K | 0.22% | 81 |
|
|
2022
Q2 | $633K | Sell |
30,210
-1,603
| -5% | -$33.6K | 0.29% | 63 |
|
|
2022
Q1 | $752K | Sell |
31,813
-90
| -0.3% | -$2.13K | 0.28% | 60 |
|
|
2021
Q4 | $785K | Buy |
+31,903
| New | +$785K | 0.28% | 63 |
|
|
2021
Q2 | $926K | Buy |
32,165
+3,159
| +11% | +$90.9K | 0.37% | 47 |
|
|
2021
Q1 | $878K | Buy |
29,006
+231
| +0.8% | +$6.99K | 0.38% | 48 |
|
|
2020
Q4 | $828K | Sell |
28,775
-11,330
| -28% | -$326K | 0.48% | 40 |
|
|
2020
Q3 | $1.14M | Sell |
40,105
-12,090
| -23% | -$345K | 0.76% | 15 |
|
|
2020
Q2 | $1.58M | Buy |
52,195
+10,006
| +24% | +$303K | 1.14% | 10 |
|
|
2020
Q1 | $1.65M | Sell |
42,189
-127
| -0.3% | -$4.96K | 1.22% | 7 |
|
|
2019
Q4 | $1.65M | Buy |
+42,316
| New | +$1.65M | 1.21% | 8 |
|