DWM
Drive Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
44,959
+16,871
| +60% | +$488K | 0.29% | 79 |
|
|
2025
Q1 | $794K | Buy |
28,088
+4,674
| +20% | +$132K | 0.19% | 102 |
|
|
2024
Q4 | $533K | Buy |
23,414
+4,594
| +24% | +$105K | 0.13% | 123 |
|
|
2024
Q3 | $414K | Buy |
18,820
+65
| +0.3% | +$1.43K | 0.11% | 157 |
|
|
2024
Q2 | $358K | Sell |
18,755
-1,090
| -5% | -$20.8K | 0.1% | 171 |
|
|
2024
Q1 | $349K | Sell |
19,845
-4,335
| -18% | -$76.3K | 0.1% | 178 |
|
|
2023
Q4 | $406K | Buy |
+24,180
| New | +$406K | 0.13% | 149 |
|
|
2023
Q3 | – | Sell |
-30,685
| Closed | -$489K | – | 308 |
|
|
2023
Q2 | $489K | Sell |
30,685
-7,700
| -20% | -$123K | 0.18% | 115 |
|
|
2023
Q1 | $739K | Buy |
38,385
+322
| +0.8% | +$6.2K | 0.31% | 81 |
|
|
2022
Q4 | $701K | Buy |
38,063
+22,125
| +139% | +$407K | 0.35% | 70 |
|
|
2022
Q3 | $244K | Buy |
15,938
+1,545
| +11% | +$23.7K | 0.23% | 123 |
|
|
2022
Q2 | $302K | Buy |
14,393
+4,984
| +53% | +$105K | 0.28% | 107 |
|
|
2022
Q1 | $222K | Buy |
+9,409
| New | +$222K | 0.19% | 141 |
|