FWM
Focused Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
82,681
+3,967
| +5% | +$115K | 0.29% | 45 |
|
|
2025
Q1 | $2.23M | Buy |
78,714
+11,715
| +17% | +$331K | 0.3% | 40 |
|
|
2024
Q4 | $1.53M | Buy |
66,999
+2,916
| +5% | +$66.4K | 0.21% | 46 |
|
|
2024
Q3 | $1.41M | Buy |
64,083
+666
| +1% | +$14.7K | 0.18% | 53 |
|
|
2024
Q2 | $1.21M | Buy |
63,417
+343
| +0.5% | +$6.56K | 0.17% | 54 |
|
|
2024
Q1 | $1.11M | Buy |
63,074
+1,384
| +2% | +$24.4K | 0.17% | 57 |
|
|
2023
Q4 | $1.04M | Buy |
61,690
+50,513
| +452% | +$848K | 0.17% | 55 |
|
|
2023
Q3 | $168K | Sell |
11,177
-488
| -4% | -$7.33K | 0.03% | 145 |
|
|
2023
Q2 | $186K | Buy |
11,665
+315
| +3% | +$5.02K | 0.03% | 141 |
|
|
2023
Q1 | $218K | Sell |
11,350
-1,604
| -12% | -$30.9K | 0.04% | 139 |
|
|
2022
Q4 | $238K | Sell |
12,954
-24,043
| -65% | -$443K | 0.05% | 122 |
|
|
2022
Q3 | $568K | Buy |
36,997
+689
| +2% | +$10.6K | 0.12% | 73 |
|
|
2022
Q2 | $761K | Buy |
36,308
+2,014
| +6% | +$42.2K | 0.14% | 73 |
|
|
2022
Q1 | $810K | Sell |
34,294
-3,354
| -9% | -$79.2K | 0.13% | 75 |
|
|
2021
Q4 | $926K | Buy |
37,648
+2,661
| +8% | +$65.5K | 0.14% | 68 |
|
|
2021
Q3 | $945K | Buy |
34,987
+1,369
| +4% | +$37K | 0.15% | 64 |
|
|
2021
Q2 | $968K | Buy |
33,618
+5,532
| +20% | +$159K | 0.16% | 65 |
|
|
2021
Q1 | $850K | Sell |
28,086
-1,018
| -3% | -$30.8K | 0.15% | 73 |
|
|
2020
Q4 | $837K | Buy |
29,104
+12,414
| +74% | +$357K | 0.16% | 64 |
|
|
2020
Q3 | $476K | Buy |
16,690
+3,700
| +28% | +$106K | 0.1% | 84 |
|
|
2020
Q2 | $393K | Sell |
12,990
-1,387
| -10% | -$42K | 0.09% | 91 |
|
|
2020
Q1 | $419K | Buy |
14,377
+92
| +0.6% | +$2.68K | 0.12% | 80 |
|
|
2019
Q4 | $558K | Sell |
14,285
-27,761
| -66% | -$1.08M | 0.13% | 79 |
|
|
2019
Q3 | $1.59M | Buy |
42,046
+1,772
| +4% | +$67.1K | 0.44% | 37 |
|
|
2019
Q2 | $1.35M | Buy |
40,274
+4,353
| +12% | +$146K | 0.36% | 44 |
|
|
2019
Q1 | $1.13M | Buy |
35,921
+1,418
| +4% | +$44.4K | 0.34% | 48 |
|
|
2018
Q4 | $985K | Sell |
34,503
-12,527
| -27% | -$358K | 0.34% | 50 |
|
|
2018
Q3 | $1.58M | Buy |
47,030
+28,899
| +159% | +$970K | 0.54% | 38 |
|
|
2018
Q2 | $582K | Buy |
18,131
+484
| +3% | +$15.5K | 0.2% | 79 |
|
|
2018
Q1 | $629K | Buy |
17,647
+2,823
| +19% | +$101K | 0.2% | 78 |
|
|
2017
Q4 | $576K | Sell |
14,824
-1,988
| -12% | -$77.2K | 0.18% | 77 |
|
|
2017
Q3 | $659K | Sell |
16,812
-4,026
| -19% | -$158K | 0.22% | 67 |
|
|
2017
Q2 | $786K | Sell |
20,838
-29
| -0.1% | -$1.09K | 0.29% | 55 |
|
|
2017
Q1 | $867K | Sell |
20,867
-1,342
| -6% | -$55.8K | 0.34% | 52 |
|
|
2016
Q4 | $945K | Buy |
22,209
+580
| +3% | +$24.7K | 0.4% | 41 |
|
|
2016
Q3 | $878K | Sell |
21,629
-335
| -2% | -$13.6K | 0.39% | 40 |
|
|
2016
Q2 | $949K | Buy |
21,964
+4,445
| +25% | +$192K | 0.44% | 39 |
|
|
2016
Q1 | $686K | Sell |
17,519
-400
| -2% | -$15.7K | 0.38% | 46 |
|
|
2015
Q4 | $617K | Buy |
17,919
+7,533
| +73% | +$259K | 0.35% | 46 |
|
|
2015
Q3 | $338K | Sell |
10,386
-2,272
| -18% | -$73.9K | 0.21% | 69 |
|
|
2015
Q2 | $450K | Sell |
12,658
-3,014
| -19% | -$107K | 0.28% | 58 |
|
|
2015
Q1 | $512K | Buy |
15,672
+5
| +0% | +$163 | 0.31% | 56 |
|
|
2014
Q4 | $526K | Sell |
15,667
-21
| -0.1% | -$705 | 0.37% | 53 |
|
|
2014
Q3 | $553K | Sell |
15,688
-881
| -5% | -$31.1K | 0.42% | 48 |
|
|
2014
Q2 | $586K | Sell |
16,569
-975
| -6% | -$34.5K | 0.46% | 45 |
|
|
2014
Q1 | $615K | Sell |
17,544
-332
| -2% | -$11.6K | 0.51% | 42 |
|
|
2013
Q4 | $629K | Buy |
17,876
+892
| +5% | +$31.4K | 0.53% | 41 |
|
|
2013
Q3 | $574K | Buy |
+16,984
| New | +$574K | 0.55% | 36 |
|