DWM
Dakota Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
154,562
+88,042
| +132% | +$2.55M | 0.09% | 169 |
|
|
2025
Q1 | $1.88M | Sell |
66,520
-924
| -1% | -$26.1K | 0.04% | 268 |
|
|
2024
Q4 | $1.54M | Sell |
67,444
-1,773
| -3% | -$40.4K | 0.04% | 295 |
|
|
2024
Q3 | $1.52M | Sell |
69,217
-1,181
| -2% | -$26K | 0.03% | 304 |
|
|
2024
Q2 | $1.35M | Sell |
70,398
-8,848
| -11% | -$169K | 0.03% | 312 |
|
|
2024
Q1 | $1.39M | Buy |
79,246
+22,746
| +40% | +$400K | 0.03% | 308 |
|
|
2023
Q4 | $948K | Sell |
56,500
-24,768
| -30% | -$416K | 0.04% | 318 |
|
|
2023
Q3 | $1.22M | Buy |
81,268
+7,348
| +10% | +$110K | 0.05% | 261 |
|
|
2023
Q2 | $1.18M | Buy |
73,920
+15,153
| +26% | +$242K | 0.06% | 234 |
|
|
2023
Q1 | $1.13M | Buy |
58,767
+389
| +0.7% | +$7.49K | 0.08% | 211 |
|
|
2022
Q4 | $1.07M | Sell |
58,378
-11,426
| -16% | -$210K | 0.08% | 214 |
|
|
2022
Q3 | $1.07M | Sell |
69,804
-2,101
| -3% | -$32.2K | 0.09% | 204 |
|
|
2022
Q2 | $1.51M | Buy |
71,905
+19,580
| +37% | +$410K | 0.14% | 154 |
|
|
2022
Q1 | $1.24M | Buy |
52,325
+31,032
| +146% | +$734K | 0.1% | 182 |
|
|
2021
Q4 | $524K | Sell |
21,293
-2,701
| -11% | -$66.5K | 0.06% | 233 |
|
|
2021
Q3 | $648K | Buy |
23,994
+2,758
| +13% | +$74.5K | 0.07% | 199 |
|
|
2021
Q2 | $611K | Sell |
21,236
-7,632
| -26% | -$220K | 0.07% | 197 |
|
|
2021
Q1 | $874K | Sell |
28,868
-4,350
| -13% | -$132K | 0.11% | 154 |
|
|
2020
Q4 | $955K | Buy |
33,218
+13,581
| +69% | +$390K | 0.12% | 151 |
|
|
2020
Q3 | $560K | Sell |
19,637
-24,568
| -56% | -$701K | 0.09% | 159 |
|
|
2020
Q2 | $1.34M | Sell |
44,205
-19,679
| -31% | -$595K | 0.23% | 105 |
|
|
2020
Q1 | $1.86M | Buy |
63,884
+371
| +0.6% | +$10.8K | 0.41% | 69 |
|
|
2019
Q4 | $2.48M | Buy |
63,513
+13,016
| +26% | +$509K | 0.4% | 76 |
|
|
2019
Q3 | $1.91M | Buy |
50,497
+23,363
| +86% | +$884K | 0.33% | 81 |
|
|
2019
Q2 | $909K | Sell |
27,134
-11,300
| -29% | -$379K | 0.17% | 120 |
|
|
2019
Q1 | $1.21M | Buy |
38,434
+30,636
| +393% | +$961K | 0.24% | 99 |
|
|
2018
Q4 | $259K | Buy |
7,798
+12
| +0.2% | +$399 | 0.06% | 234 |
|
|
2018
Q3 | $262K | Sell |
7,786
-24,363
| -76% | -$820K | 0.06% | 230 |
|
|
2018
Q2 | $1.03M | Buy |
32,149
+20,136
| +168% | +$646K | 0.29% | 82 |
|
|
2018
Q1 | $428K | Buy |
12,013
+1,585
| +15% | +$56.5K | 0.22% | 55 |
|
|
2017
Q4 | $405K | Buy |
10,428
+1,795
| +21% | +$69.7K | 0.21% | 51 |
|
|
2017
Q3 | $338K | Sell |
8,633
-470
| -5% | -$18.4K | 0.18% | 50 |
|
|
2017
Q2 | $343K | Buy |
9,103
+279
| +3% | +$10.5K | 0.19% | 51 |
|
|
2017
Q1 | $367K | Hold |
8,824
| – | – | 0.21% | 49 |
|
|
2016
Q4 | $375K | Sell |
8,824
-125
| -1% | -$5.31K | 0.24% | 39 |
|
|
2016
Q3 | $363K | Sell |
8,949
-400
| -4% | -$16.2K | 0.24% | 39 |
|
|
2016
Q2 | $404K | Sell |
9,349
-331
| -3% | -$14.3K | 0.27% | 38 |
|
|
2016
Q1 | $379K | Sell |
9,680
-970
| -9% | -$38K | 0.27% | 37 |
|
|
2015
Q4 | $366K | Hold |
10,650
| – | – | 0.25% | 38 |
|
|
2015
Q3 | $347K | Sell |
10,650
-605
| -5% | -$19.7K | 0.24% | 39 |
|
|
2015
Q2 | $400K | Sell |
11,255
-860
| -7% | -$30.6K | 0.24% | 42 |
|
|
2015
Q1 | $396K | Sell |
12,115
-1,676
| -12% | -$54.8K | 0.24% | 43 |
|
|
2014
Q4 | $464K | Buy |
+13,791
| New | +$464K | 0.29% | 39 |
|