EWM
Empirical Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Buy |
332,242
+773
| +0.2% | +$22.4K | 0.22% | 93 |
|
|
2025
Q1 | $9.37M | Buy |
331,469
+130,595
| +65% | +$3.69M | 0.24% | 87 |
|
|
2024
Q4 | $4.57M | Buy |
200,874
+22,229
| +12% | +$506K | 0.12% | 124 |
|
|
2024
Q3 | $3.93M | Buy |
178,645
+13,323
| +8% | +$293K | 0.11% | 133 |
|
|
2024
Q2 | $3.16M | Buy |
165,322
+16,231
| +11% | +$310K | 0.09% | 135 |
|
|
2024
Q1 | $2.62M | Buy |
149,091
+16,083
| +12% | +$283K | 0.08% | 150 |
|
|
2023
Q4 | $2.23M | Buy |
133,008
+9,153
| +7% | +$154K | 0.07% | 153 |
|
|
2023
Q3 | $1.86M | Buy |
123,855
+11,640
| +10% | +$175K | 0.07% | 162 |
|
|
2023
Q2 | $1.79M | Buy |
112,215
+92,946
| +482% | +$1.48M | 0.07% | 167 |
|
|
2023
Q1 | $371K | Buy |
19,269
+1,205
| +7% | +$23.2K | 0.02% | 363 |
|
|
2022
Q4 | $333K | Sell |
18,064
-2,882
| -14% | -$53.1K | 0.02% | 368 |
|
|
2022
Q3 | $321K | Sell |
20,946
-3,759
| -15% | -$57.6K | 0.02% | 366 |
|
|
2022
Q2 | $518K | Buy |
24,705
+8,644
| +54% | +$181K | 0.03% | 289 |
|
|
2022
Q1 | $379K | Sell |
16,061
-12,617
| -44% | -$298K | 0.02% | 364 |
|
|
2021
Q4 | $705K | Sell |
28,678
-26,286
| -48% | -$646K | 0.04% | 277 |
|
|
2021
Q3 | $1.49M | Buy |
54,964
+28,051
| +104% | +$758K | 0.08% | 144 |
|
|
2021
Q2 | $775K | Buy |
26,913
+3,089
| +13% | +$89K | 0.05% | 223 |
|
|
2021
Q1 | $721K | Sell |
23,824
-21,461
| -47% | -$649K | 0.06% | 200 |
|
|
2020
Q4 | $1.3M | Sell |
45,285
-3,368
| -7% | -$96.8K | 0.1% | 130 |
|
|
2020
Q3 | $1.39M | Buy |
48,653
+1,114
| +2% | +$31.8K | 0.12% | 117 |
|
|
2020
Q2 | $1.44M | Buy |
47,539
+1,767
| +4% | +$53.4K | 0.13% | 104 |
|
|
2020
Q1 | $1.33M | Buy |
45,772
+9,418
| +26% | +$274K | 0.15% | 97 |
|
|
2019
Q4 | $1.42M | Buy |
36,354
+11,493
| +46% | +$449K | 0.16% | 95 |
|
|
2019
Q3 | $941K | Sell |
24,861
-9,635
| -28% | -$365K | 0.11% | 116 |
|
|
2019
Q2 | $1.16M | Buy |
34,496
+12,895
| +60% | +$432K | 0.15% | 94 |
|
|
2019
Q1 | $677K | Buy |
21,601
+4,661
| +28% | +$146K | 0.1% | 118 |
|
|
2018
Q4 | $483K | Sell |
16,940
-183
| -1% | -$5.22K | 0.08% | 123 |
|
|
2018
Q3 | $575K | Buy |
17,123
+1,378
| +9% | +$46.3K | 0.1% | 108 |
|
|
2018
Q2 | $506K | Buy |
15,745
+1,151
| +8% | +$37K | 0.09% | 109 |
|
|
2018
Q1 | $520K | Sell |
14,594
-861
| -6% | -$30.7K | 0.1% | 96 |
|
|
2017
Q4 | $601K | Buy |
15,455
+822
| +6% | +$32K | 0.13% | 79 |
|
|
2017
Q3 | $573K | Sell |
14,633
-2,450
| -14% | -$95.9K | 0.13% | 78 |
|
|
2017
Q2 | $645K | Buy |
17,083
+7,681
| +82% | +$290K | 0.16% | 73 |
|
|
2017
Q1 | $391K | Sell |
9,402
-2,045
| -18% | -$85K | 0.1% | 92 |
|
|
2016
Q4 | $487K | Buy |
11,447
+4,003
| +54% | +$170K | 0.12% | 77 |
|
|
2016
Q3 | $302K | Buy |
7,444
+1,667
| +29% | +$67.6K | 0.08% | 89 |
|
|
2016
Q2 | $250K | Buy |
5,777
+470
| +9% | +$20.3K | 0.07% | 96 |
|
|
2016
Q1 | $208K | Buy |
+5,307
| New | +$208K | 0.05% | 103 |
|