KPWG
KFA Private Wealth Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
20,177
+41
| +0.2% | +$1.19K | 0.18% | 66 |
|
|
2025
Q1 | $569K | Buy |
20,136
+2,674
| +15% | +$75.6K | 0.2% | 58 |
|
|
2024
Q4 | $398K | Buy |
17,462
+1,030
| +6% | +$23.5K | 0.17% | 58 |
|
|
2024
Q3 | $362K | Buy |
+16,432
| New | +$362K | 0.17% | 58 |
|
|
2024
Q2 | – | Sell |
-10,301
| Closed | -$181K | – | 94 |
|
|
2024
Q1 | $181K | Buy |
10,301
+163
| +2% | +$2.87K | 0.06% | 99 |
|
|
2023
Q4 | $170K | Sell |
10,138
-154
| -1% | -$2.58K | 0.06% | 85 |
|
|
2023
Q3 | $155K | Sell |
10,292
-993
| -9% | -$14.9K | 0.06% | 78 |
|
|
2023
Q2 | $180K | Sell |
11,285
-3,691
| -25% | -$58.9K | 0.07% | 74 |
|
|
2023
Q1 | $288K | Buy |
14,976
+3,297
| +28% | +$63.5K | 0.13% | 63 |
|
|
2022
Q4 | $215K | Buy |
11,679
+114
| +1% | +$2.1K | 0.11% | 63 |
|
|
2022
Q3 | $177K | Sell |
11,565
-780
| -6% | -$11.9K | 0.09% | 64 |
|
|
2022
Q2 | $259K | Buy |
12,345
+108
| +0.9% | +$2.27K | 0.14% | 57 |
|
|
2022
Q1 | $289K | Sell |
12,237
-692
| -5% | -$16.3K | 0.14% | 60 |
|
|
2021
Q4 | $318K | Buy |
12,929
+295
| +2% | +$7.26K | 0.16% | 55 |
|
|
2021
Q3 | $341K | Buy |
12,634
+119
| +1% | +$3.21K | 0.19% | 51 |
|
|
2021
Q2 | $360K | Sell |
12,515
-297
| -2% | -$8.54K | 0.2% | 48 |
|
|
2021
Q1 | $388K | Buy |
12,812
+954
| +8% | +$28.9K | 0.23% | 45 |
|
|
2020
Q4 | $341K | Sell |
11,858
-772
| -6% | -$22.2K | 0.22% | 47 |
|
|
2020
Q3 | $360K | Sell |
12,630
-117
| -0.9% | -$3.34K | 0.27% | 44 |
|
|
2020
Q2 | $385K | Buy |
12,747
+356
| +3% | +$10.8K | 0.37% | 34 |
|
|
2020
Q1 | $361K | Sell |
12,391
-488
| -4% | -$14.2K | 0.43% | 32 |
|
|
2019
Q4 | $503K | Buy |
+12,879
| New | +$503K | 0.46% | 29 |
|