KMWM
Keudell/Morrison Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
74,963
-9,696
| -11% | -$281K | 0.48% | 42 |
|
|
2025
Q1 | $2.39M | Sell |
84,659
-3,699
| -4% | -$105K | 0.56% | 32 |
|
|
2024
Q4 | $2.01M | Sell |
88,358
-3,075
| -3% | -$70K | 0.52% | 41 |
|
|
2024
Q3 | $2.01M | Buy |
91,433
+7,531
| +9% | +$166K | 0.55% | 40 |
|
|
2024
Q2 | $1.6M | Sell |
83,902
-5,317
| -6% | -$102K | 0.47% | 46 |
|
|
2024
Q1 | $1.57M | Buy |
89,219
+2,571
| +3% | +$45.3K | 0.48% | 46 |
|
|
2023
Q4 | $1.45M | Sell |
86,648
-9,279
| -10% | -$156K | 0.48% | 43 |
|
|
2023
Q3 | $1.44M | Sell |
95,927
-6,110
| -6% | -$91.8K | 0.44% | 43 |
|
|
2023
Q2 | $1.63M | Buy |
102,037
+3,936
| +4% | +$62.8K | 0.47% | 38 |
|
|
2023
Q1 | $1.89M | Sell |
98,101
-1,434
| -1% | -$27.6K | 0.56% | 30 |
|
|
2022
Q4 | $1.83M | Sell |
99,535
-6,060
| -6% | -$112K | 0.59% | 31 |
|
|
2022
Q3 | $1.62M | Buy |
105,595
+7,607
| +8% | +$117K | 0.61% | 29 |
|
|
2022
Q2 | $2.05M | Buy |
97,988
+5,851
| +6% | +$123K | 0.75% | 27 |
|
|
2022
Q1 | $2.18M | Buy |
92,137
+165
| +0.2% | +$3.9K | 0.91% | 21 |
|
|
2021
Q4 | $2.26M | Sell |
91,972
-23,771
| -21% | -$585K | 0.89% | 20 |
|
|
2021
Q3 | $3.13M | Sell |
115,743
-1,084
| -0.9% | -$29.3K | 1.34% | 11 |
|
|
2021
Q2 | $3.36M | Sell |
116,827
-1,138
| -1% | -$32.7K | 1.84% | 9 |
|
|
2021
Q1 | $3.57M | Sell |
117,965
-534
| -0.5% | -$16.2K | 2.07% | 8 |
|
|
2020
Q4 | $3.41M | Buy |
118,499
+3,760
| +3% | +$108K | 2.16% | 8 |
|
|
2020
Q3 | $3.27M | Buy |
114,739
+3,892
| +4% | +$111K | 2.1% | 7 |
|
|
2020
Q2 | $3.35M | Buy |
110,847
+3,797
| +4% | +$115K | 2.77% | 3 |
|
|
2020
Q1 | $3.12M | Buy |
107,050
+1,709
| +2% | +$49.8K | 3.05% | 3 |
|
|
2019
Q4 | $4.12M | Sell |
105,341
-47
| -0% | -$1.84K | 2.85% | 3 |
|
|
2019
Q3 | $3.99M | Buy |
105,388
+613
| +0.6% | +$23.2K | 3.29% | 2 |
|
|
2019
Q2 | $3.57M | Buy |
104,775
+802
| +0.8% | +$27.3K | 3.13% | 3 |
|
|
2019
Q1 | $3.26M | Buy |
+103,973
| New | +$3.26M | 2.87% | 4 |
|