IFWM
Institute for Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
41,329
-461
| -1% | -$13.3K | 0.13% | 162 |
|
|
2025
Q1 | $1.18M | Sell |
41,790
-113
| -0.3% | -$3.2K | 0.15% | 152 |
|
|
2024
Q4 | $954K | Sell |
41,903
-908
| -2% | -$20.7K | 0.12% | 179 |
|
|
2024
Q3 | $942K | Sell |
42,811
-1,665
| -4% | -$36.6K | 0.12% | 186 |
|
|
2024
Q2 | $850K | Sell |
44,476
-47
| -0.1% | -$898 | 0.11% | 190 |
|
|
2024
Q1 | $784K | Sell |
44,523
-1,343
| -3% | -$23.6K | 0.1% | 205 |
|
|
2023
Q4 | $770K | Buy |
45,866
+1,274
| +3% | +$21.4K | 0.12% | 191 |
|
|
2023
Q3 | $670K | Buy |
44,592
+7,159
| +19% | +$108K | 0.12% | 199 |
|
|
2023
Q2 | $597K | Sell |
37,433
-597
| -2% | -$9.52K | 0.1% | 223 |
|
|
2023
Q1 | $732K | Sell |
38,030
-2,339
| -6% | -$45K | 0.14% | 183 |
|
|
2022
Q4 | $743K | Buy |
40,369
+3,588
| +10% | +$66.1K | 0.16% | 178 |
|
|
2022
Q3 | $564K | Buy |
36,781
+35
| +0.1% | +$537 | 0.13% | 213 |
|
|
2022
Q2 | $770K | Sell |
36,746
-15
| -0% | -$314 | 0.15% | 167 |
|
|
2022
Q1 | $869K | Buy |
36,761
+928
| +3% | +$21.9K | 0.14% | 181 |
|
|
2021
Q4 | $881K | Buy |
35,833
+3,319
| +10% | +$81.6K | 0.14% | 182 |
|
|
2021
Q3 | $878K | Buy |
32,514
+11,218
| +53% | +$303K | 0.15% | 171 |
|
|
2021
Q2 | $613K | Sell |
21,296
-1,553
| -7% | -$44.7K | 0.11% | 231 |
|
|
2021
Q1 | $692K | Sell |
22,849
-1,273
| -5% | -$38.6K | 0.13% | 196 |
|
|
2020
Q4 | $694K | Sell |
24,122
-8,336
| -26% | -$240K | 0.14% | 189 |
|
|
2020
Q3 | $925K | Sell |
32,458
-17,376
| -35% | -$495K | 0.21% | 119 |
|
|
2020
Q2 | $1.51M | Buy |
49,834
+290
| +0.6% | +$8.76K | 0.37% | 59 |
|
|
2020
Q1 | $1.44M | Buy |
49,544
+148
| +0.3% | +$4.31K | 0.45% | 51 |
|
|
2019
Q4 | $1.93M | Sell |
49,396
-1,459
| -3% | -$57K | 0.44% | 45 |
|
|
2019
Q3 | $1.92M | Sell |
50,855
-32,088
| -39% | -$1.21M | 0.49% | 44 |
|
|
2019
Q2 | $2.78M | Buy |
82,943
+7,179
| +9% | +$241K | 0.62% | 29 |
|
|
2019
Q1 | $2.38M | Sell |
75,764
-7,758
| -9% | -$243K | 0.52% | 44 |
|
|
2018
Q4 | $2.38M | Sell |
83,522
-7,825
| -9% | -$223K | 0.98% | 23 |
|
|
2018
Q3 | $3.06M | Sell |
91,347
-8,407
| -8% | -$281K | 1.03% | 17 |
|
|
2018
Q2 | $3.18M | Buy |
99,754
+11,012
| +12% | +$351K | 1.01% | 16 |
|
|
2018
Q1 | $2.88M | Buy |
88,742
+24,175
| +37% | +$786K | 0.85% | 19 |
|
|
2017
Q4 | $2.51M | Sell |
64,567
-35,760
| -36% | -$1.39M | 0.58% | 40 |
|
|
2017
Q3 | $3.94M | Buy |
100,327
+9,869
| +11% | +$388K | 1.28% | 10 |
|
|
2017
Q2 | $3.42M | Buy |
+90,458
| New | +$3.42M | 0.94% | 12 |
|
|
2013
Q3 | – | Sell |
-1,064
| Closed | -$38K | – | 111 |
|
|
2013
Q2 | $38K | Buy |
+1,064
| New | +$38K | 0.03% | 60 |
|