GWM
Gitterman Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
22,571
+8,364
| +59% | +$242K | 0.15% | 32 |
|
|
2025
Q1 | $402K | Sell |
14,207
-16,545
| -54% | -$468K | 0.11% | 53 |
|
|
2024
Q4 | $700K | Buy |
30,752
+7,405
| +32% | +$169K | 0.29% | 23 |
|
|
2024
Q3 | $514K | Sell |
23,347
-3,520
| -13% | -$77.4K | 0.21% | 27 |
|
|
2024
Q2 | $513K | Buy |
26,867
+1,948
| +8% | +$37.2K | 0.2% | 25 |
|
|
2024
Q1 | $439K | Buy |
+24,919
| New | +$439K | 0.17% | 36 |
|
|
2022
Q2 | – | Sell |
-8,527
| Closed | -$201K | – | 102 |
|
|
2022
Q1 | $201K | Buy |
8,527
+8
| +0.1% | +$189 | 0.16% | 91 |
|
|
2021
Q4 | $210K | Sell |
8,519
-3,489
| -29% | -$86K | 0.16% | 80 |
|
|
2021
Q3 | $324K | Sell |
12,008
-6,472
| -35% | -$175K | 0.26% | 39 |
|
|
2021
Q2 | $532K | Sell |
18,480
-1,150
| -6% | -$33.1K | 0.43% | 26 |
|
|
2021
Q1 | $594K | Buy |
+19,630
| New | +$594K | 0.38% | 24 |
|