FWM
Finer Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
132,384
+26,947
| +26% | +$780K | 2.05% | 13 |
|
|
2025
Q1 | $2.98M | Buy |
105,437
+4,225
| +4% | +$119K | 1.79% | 17 |
|
|
2024
Q4 | $2.3M | Buy |
101,212
+634
| +0.6% | +$14.4K | 1.32% | 22 |
|
|
2024
Q3 | $2.21M | Buy |
100,578
+2,825
| +3% | +$62.2K | 1.37% | 22 |
|
|
2024
Q2 | $1.87M | Sell |
97,753
-29,155
| -23% | -$557K | 1.21% | 23 |
|
|
2024
Q1 | $2.23M | Sell |
126,908
-1,680
| -1% | -$29.6K | 1.47% | 23 |
|
|
2023
Q4 | $2.16M | Sell |
128,588
-13,240
| -9% | -$222K | 1.61% | 21 |
|
|
2023
Q3 | $2.13M | Buy |
141,828
+3,432
| +2% | +$51.5K | 1.7% | 20 |
|
|
2023
Q2 | $2.21M | Sell |
138,396
-1,934
| -1% | -$30.8K | 1.72% | 22 |
|
|
2023
Q1 | $2.7M | Buy |
140,330
+5,520
| +4% | +$106K | 2.28% | 12 |
|
|
2022
Q4 | $2.48M | Sell |
134,810
-8,079
| -6% | -$149K | 2.32% | 13 |
|
|
2022
Q3 | $2.19M | Buy |
142,889
+289
| +0.2% | +$4.43K | 2.16% | 16 |
|
|
2022
Q2 | $2.99M | Buy |
142,600
+28,902
| +25% | +$606K | 2.73% | 11 |
|
|
2022
Q1 | $2.69M | Buy |
113,698
+15,358
| +16% | +$363K | 2.19% | 13 |
|
|
2021
Q4 | $2.42M | Buy |
+98,340
| New | +$2.42M | 2.01% | 16 |
|