CPWM
Cypress Point Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
+13,871
| New | +$401K | 0.1% | 61 |
|
|
2021
Q4 | – | Sell |
-34
| Closed | -$1K | – | 137 |
|
|
2021
Q3 | $1K | Sell |
34
-1,500
| -98% | -$44.1K | ﹤0.01% | 153 |
|
|
2021
Q2 | $44K | Buy |
1,534
+1,500
| +4,412% | +$43K | 0.03% | 64 |
|
|
2021
Q1 | $1K | Sell |
34
-7,749
| -100% | -$228K | ﹤0.01% | 104 |
|
|
2020
Q4 | $224K | Buy |
+7,783
| New | +$224K | 0.34% | 79 |
|