CWS
Cypress Wealth Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
14,581
+538
| +4% | +$15.6K | 0.08% | 191 |
|
|
2025
Q1 | $397K | Sell |
14,043
-135
| -1% | -$3.82K | 0.08% | 178 |
|
|
2024
Q4 | $323K | Buy |
14,178
+1,912
| +16% | +$43.5K | 0.06% | 198 |
|
|
2024
Q3 | $270K | Buy |
12,266
+370
| +3% | +$8.14K | 0.06% | 219 |
|
|
2024
Q2 | $227K | Sell |
11,896
-380
| -3% | -$7.26K | 0.05% | 232 |
|
|
2024
Q1 | $216K | Buy |
12,276
+1,220
| +11% | +$21.5K | 0.05% | 238 |
|
|
2023
Q4 | $186K | Sell |
11,056
-1,518
| -12% | -$25.5K | 0.05% | 235 |
|
|
2023
Q3 | $189K | Sell |
12,574
-308
| -2% | -$4.63K | 0.05% | 229 |
|
|
2023
Q2 | $174K | Sell |
12,882
-7,700
| -37% | -$104K | 0.05% | 237 |
|
|
2023
Q1 | $396K | Buy |
20,582
+5,482
| +36% | +$106K | 0.12% | 149 |
|
|
2022
Q4 | $278K | Buy |
15,100
+1,529
| +11% | +$28.1K | 0.09% | 191 |
|
|
2022
Q3 | $203K | Sell |
13,571
-814
| -6% | -$12.2K | 0.07% | 211 |
|
|
2022
Q2 | $302K | Buy |
14,385
+721
| +5% | +$15.1K | 0.1% | 174 |
|
|
2022
Q1 | $323K | Buy |
13,664
+235
| +2% | +$5.56K | 0.09% | 172 |
|
|
2021
Q4 | $330K | Buy |
13,429
+283
| +2% | +$6.95K | 0.09% | 164 |
|
|
2021
Q3 | $355K | Sell |
13,146
-7,579
| -37% | -$205K | 0.11% | 150 |
|
|
2021
Q2 | $596K | Sell |
20,725
-14,479
| -41% | -$416K | 0.16% | 108 |
|
|
2021
Q1 | $1.07M | Buy |
35,204
+193
| +0.6% | +$5.84K | 0.22% | 88 |
|
|
2020
Q4 | $1.01M | Buy |
+35,011
| New | +$1.01M | 0.22% | 83 |
|
|
2020
Q3 | – | Sell |
-35,148
| Closed | -$1.06M | – | 218 |
|
|
2020
Q2 | $1.06M | Sell |
35,148
-121
| -0.3% | -$3.66K | 0.25% | 91 |
|
|
2020
Q1 | $1.03M | Buy |
35,269
+2,853
| +9% | +$83.2K | 0.3% | 86 |
|
|
2019
Q4 | $1.27M | Sell |
32,416
-7,376
| -19% | -$288K | 0.32% | 87 |
|
|
2019
Q3 | $1.51M | Sell |
39,792
-6,150
| -13% | -$233K | 0.41% | 76 |
|
|
2019
Q2 | $1.54M | Buy |
45,942
+6,264
| +16% | +$210K | 0.44% | 70 |
|
|
2019
Q1 | $1.24M | Buy |
39,678
+1,899
| +5% | +$59.5K | 0.39% | 78 |
|
|
2018
Q4 | $1.08M | Sell |
37,779
-2,699
| -7% | -$77K | 0.43% | 71 |
|
|
2018
Q3 | $1.36M | Buy |
40,478
+4,212
| +12% | +$141K | 0.49% | 62 |
|
|
2018
Q2 | $1.16M | Buy |
36,266
+13,545
| +60% | +$435K | 0.44% | 66 |
|
|
2018
Q1 | $810K | Sell |
22,721
-247
| -1% | -$8.81K | 0.35% | 81 |
|
|
2017
Q4 | $893K | Buy |
+22,968
| New | +$893K | 0.37% | 75 |
|