HWA
HHM Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
11,268
-199
| -2% | -$5.76K | 0.04% | 149 |
|
|
2025
Q1 | $324K | Sell |
11,467
-884
| -7% | -$25K | 0.04% | 138 |
|
|
2024
Q4 | $281K | Buy |
12,351
+2,157
| +21% | +$49.1K | 0.04% | 155 |
|
|
2024
Q3 | $224K | Sell |
10,194
-3,439
| -25% | -$75.7K | 0.03% | 156 |
|
|
2024
Q2 | $261K | Buy |
13,633
+3,835
| +39% | +$73.3K | 0.04% | 145 |
|
|
2024
Q1 | $172K | Sell |
9,798
-546
| -5% | -$9.61K | 0.03% | 161 |
|
|
2023
Q4 | $174K | Sell |
10,344
-220
| -2% | -$3.69K | 0.03% | 152 |
|
|
2023
Q3 | $159K | Buy |
10,564
+716
| +7% | +$10.8K | 0.03% | 150 |
|
|
2023
Q2 | $157K | Hold |
9,848
| – | – | 0.03% | 160 |
|
|
2023
Q1 | $190K | Sell |
9,848
-194
| -2% | -$3.74K | 0.04% | 132 |
|
|
2022
Q4 | $185K | Buy |
10,042
+273
| +3% | +$5.03K | 0.04% | 125 |
|
|
2022
Q3 | $150K | Sell |
9,769
-5,476
| -36% | -$84.1K | 0.04% | 129 |
|
|
2022
Q2 | $320K | Buy |
15,245
+677
| +5% | +$14.2K | 0.08% | 87 |
|
|
2022
Q1 | $344K | Buy |
14,568
+3,451
| +31% | +$81.5K | 0.08% | 96 |
|
|
2021
Q4 | $273K | Buy |
11,117
+763
| +7% | +$18.7K | 0.07% | 113 |
|
|
2021
Q3 | $280K | Sell |
10,354
-107
| -1% | -$2.89K | 0.08% | 100 |
|
|
2021
Q2 | $301K | Sell |
10,461
-2,469
| -19% | -$71K | 0.08% | 98 |
|
|
2021
Q1 | $391K | Buy |
12,930
+107
| +0.8% | +$3.24K | 0.12% | 68 |
|
|
2020
Q4 | $369K | Buy |
12,823
+649
| +5% | +$18.7K | 0.13% | 64 |
|
|
2020
Q3 | $347K | Buy |
12,174
+1,714
| +16% | +$48.9K | 0.14% | 60 |
|
|
2020
Q2 | $316K | Hold |
10,460
| – | – | 0.13% | 61 |
|
|
2020
Q1 | $305K | Buy |
+10,460
| New | +$305K | 0.15% | 55 |
|