FWA
FSM Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
22,469
+7,748
| +53% | +$220K | 0.1% | 130 |
|
|
2025
Q1 | $416K | Buy |
14,721
+2,179
| +17% | +$61.6K | 0.09% | 122 |
|
|
2024
Q4 | $276K | Buy |
12,542
+1,273
| +11% | +$28K | 0.07% | 142 |
|
|
2024
Q3 | $248K | Sell |
11,269
-967
| -8% | -$21.3K | 0.07% | 152 |
|
|
2024
Q2 | $234K | Sell |
12,236
-557
| -4% | -$10.6K | 0.08% | 140 |
|
|
2024
Q1 | $225K | Buy |
12,793
+1,765
| +16% | +$31.1K | 0.08% | 146 |
|
|
2023
Q4 | $185K | Buy |
+11,028
| New | +$185K | 0.08% | 153 |
|