GWMIA
Global Wealth Management Investment Advisory’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+7,323
| New | +$212K | 0.04% | 139 |
|
|
2024
Q1 | – | Sell |
-4,579
| Closed | -$76.8K | – | 400 |
|
|
2023
Q4 | $76.8K | Sell |
4,579
-1,125
| -20% | -$18.9K | 0.02% | 161 |
|
|
2023
Q3 | $85.7K | Sell |
5,704
-2,413
| -30% | -$36.2K | 0.02% | 162 |
|
|
2023
Q2 | $129K | Buy |
+8,117
| New | +$129K | 0.04% | 147 |
|
|
2022
Q4 | – | Sell |
-239,174
| Closed | -$3.67M | – | 140 |
|
|
2022
Q3 | $3.67M | Buy |
239,174
+8,346
| +4% | +$128K | 1.31% | 22 |
|
|
2022
Q2 | $4.84M | Buy |
230,828
+98,825
| +75% | +$2.07M | 1.63% | 15 |
|
|
2022
Q1 | $3.12M | Buy |
132,003
+8,645
| +7% | +$204K | 0.93% | 38 |
|
|
2021
Q4 | $3.04M | Buy |
123,358
+4,026
| +3% | +$99.1K | 0.91% | 38 |
|
|
2021
Q3 | $3.22M | Sell |
119,332
-464
| -0.4% | -$12.5K | 1.02% | 33 |
|
|
2021
Q2 | $3.45M | Buy |
119,796
+3,904
| +3% | +$112K | 1.15% | 26 |
|
|
2021
Q1 | $3.51M | Buy |
115,892
+12,016
| +12% | +$364K | 1.27% | 25 |
|
|
2020
Q4 | $2.99M | Buy |
103,876
+6,098
| +6% | +$175K | 1.16% | 27 |
|
|
2020
Q3 | $2.79M | Sell |
97,778
-11,606
| -11% | -$331K | 1.21% | 27 |
|
|
2020
Q2 | $3.31M | Buy |
109,384
+5,912
| +6% | +$179K | 1.41% | 19 |
|
|
2020
Q1 | $3.02M | Buy |
103,472
+16,271
| +19% | +$474K | 1.52% | 17 |
|
|
2019
Q4 | $3.41M | Sell |
87,201
-793
| -0.9% | -$31K | 1.44% | 20 |
|
|
2019
Q3 | $3.33M | Buy |
87,994
+919
| +1% | +$34.8K | 1.52% | 18 |
|
|
2019
Q2 | $2.92M | Buy |
87,075
+2,003
| +2% | +$67.1K | 1.41% | 19 |
|
|
2019
Q1 | $2.67M | Sell |
85,072
-2,128
| -2% | -$66.7K | 1.39% | 20 |
|
|
2018
Q4 | $2.49M | Buy |
+87,200
| New | +$2.49M | 1.45% | 13 |
|