IWM
IHT Wealth Management’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.04M | Sell |
139,555
-5,730
| -4% | -$166K | 0.11% | 180 |
|
2025
Q1 | $4.11M | Sell |
145,285
-13,606
| -9% | -$385K | 0.13% | 161 |
|
2024
Q4 | $3.62M | Sell |
158,891
-132,075
| -45% | -$3.01M | 0.12% | 171 |
|
2024
Q3 | $6.41M | Buy |
290,966
+79,845
| +38% | +$1.76M | 0.18% | 111 |
|
2024
Q2 | $4.03M | Buy |
211,121
+42,093
| +25% | +$804K | 0.15% | 139 |
|
2024
Q1 | $2.97M | Buy |
169,028
+3,590
| +2% | +$63.2K | 0.12% | 173 |
|
2023
Q4 | $2.78M | Sell |
165,438
-7,125
| -4% | -$120K | 0.12% | 164 |
|
2023
Q3 | $2.59M | Buy |
172,563
+24,090
| +16% | +$362K | 0.13% | 157 |
|
2023
Q2 | $2.37M | Sell |
148,473
-11,334
| -7% | -$181K | 0.12% | 164 |
|
2023
Q1 | $3.08M | Buy |
159,807
+4,476
| +3% | +$86.2K | 0.18% | 118 |
|
2022
Q4 | $2.86M | Buy |
155,331
+4,896
| +3% | +$90.1K | 0.18% | 125 |
|
2022
Q3 | $2.31M | Buy |
150,435
+51,425
| +52% | +$789K | 0.18% | 124 |
|
2022
Q2 | $2.08M | Sell |
99,010
-20,466
| -17% | -$429K | 0.18% | 122 |
|
2022
Q1 | $2.82M | Sell |
119,476
-3,844
| -3% | -$90.8K | 0.21% | 97 |
|
2021
Q4 | $3.03M | Sell |
123,320
-21,586
| -15% | -$531K | 0.22% | 95 |
|
2021
Q3 | $3.91M | Sell |
144,906
-23,118
| -14% | -$624K | 0.32% | 70 |
|
2021
Q2 | $4.84M | Buy |
168,024
+11,776
| +8% | +$339K | 0.31% | 66 |
|
2021
Q1 | $4.73M | Buy |
156,248
+9,388
| +6% | +$284K | 0.34% | 62 |
|
2020
Q4 | $4.22M | Buy |
146,860
+2,529
| +2% | +$72.7K | 0.35% | 55 |
|
2020
Q3 | $4.12M | Buy |
144,331
+24,327
| +20% | +$694K | 0.41% | 42 |
|
2020
Q2 | $3.63M | Sell |
120,004
-45,769
| -28% | -$1.38M | 0.5% | 38 |
|
2020
Q1 | $4.83M | Buy |
165,773
+1,241
| +0.8% | +$36.2K | 0.7% | 19 |
|
2019
Q4 | $6.43M | Buy |
164,532
+1,460
| +0.9% | +$57.1K | 0.76% | 18 |
|
2019
Q3 | $6.22M | Buy |
163,072
+19,111
| +13% | +$729K | 0.85% | 17 |
|
2019
Q2 | $4.86M | Buy |
143,961
+43,469
| +43% | +$1.47M | 0.71% | 24 |
|
2019
Q1 | $3.15M | Buy |
100,492
+8,477
| +9% | +$266K | 0.53% | 35 |
|
2018
Q4 | $2.63M | Buy |
92,015
+1,390
| +2% | +$39.7K | 0.51% | 41 |
|
2018
Q3 | $3.04M | Sell |
90,625
-1,953
| -2% | -$65.6K | 0.66% | 28 |
|
2018
Q2 | $2.97M | Buy |
92,578
+13,941
| +18% | +$448K | 0.76% | 26 |
|
2018
Q1 | $2.76M | Buy |
78,637
+897
| +1% | +$31.5K | 0.74% | 20 |
|
2017
Q4 | $2.97M | Buy |
77,740
+32,200
| +71% | +$1.23M | 0.79% | 18 |
|
2017
Q3 | $1.74M | Sell |
45,540
-1,204
| -3% | -$46.1K | 0.74% | 22 |
|
2017
Q2 | $12 | Buy |
46,744
+15,328
| +49% | +$4 | 0.01% | 926 |
|
2017
Q1 | $1.3M | Buy |
31,416
+2,245
| +8% | +$93.2K | 0.87% | 17 |
|
2016
Q4 | $1.26M | Buy |
+29,171
| New | +$1.26M | 0.95% | 13 |
|