EWM
Endowment Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
9,361
-173
| -2% | -$5.01K | 0.14% | 119 |
|
|
2025
Q1 | $270K | Sell |
9,534
-788
| -8% | -$22.3K | 0.17% | 111 |
|
|
2024
Q4 | $235K | Sell |
10,322
-113
| -1% | -$2.57K | 0.16% | 117 |
|
|
2024
Q3 | $230K | Sell |
10,435
-221
| -2% | -$4.86K | 0.15% | 113 |
|
|
2024
Q2 | $204K | Buy |
10,656
+293
| +3% | +$5.6K | 0.15% | 118 |
|
|
2024
Q1 | $182K | Sell |
10,363
-72
| -0.7% | -$1.27K | 0.14% | 123 |
|
|
2023
Q4 | $175K | Sell |
10,435
-200
| -2% | -$3.36K | 0.15% | 126 |
|
|
2023
Q3 | $160K | Buy |
+10,635
| New | +$160K | 0.14% | 123 |
|