DWM
Diversify Wealth Management’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $499K | Buy |
17,527
+1,128
| +7% | +$32.1K | 0.03% | 372 |
|
2025
Q1 | $448K | Sell |
16,399
-4,756
| -22% | -$130K | 0.03% | 370 |
|
2024
Q4 | $459K | Buy |
21,155
+2,936
| +16% | +$63.7K | 0.04% | 359 |
|
2024
Q3 | $410K | Sell |
18,219
-3,771
| -17% | -$84.8K | 0.04% | 349 |
|
2024
Q2 | $416K | Buy |
+21,990
| New | +$416K | 0.05% | 310 |
|