KWM
Kingsview Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
271,419
+11,364
| +4% | +$329K | 0.13% | 166 |
|
|
2025
Q1 | $7.35M | Buy |
260,055
+1,976
| +0.8% | +$55.9K | 0.14% | 163 |
|
|
2024
Q4 | $5.88M | Sell |
258,079
-1,754
| -0.7% | -$39.9K | 0.11% | 181 |
|
|
2024
Q3 | $5.72M | Buy |
259,833
+12,393
| +5% | +$273K | 0.12% | 177 |
|
|
2024
Q2 | $4.73M | Buy |
247,440
+23,296
| +10% | +$445K | 0.11% | 192 |
|
|
2024
Q1 | $3.94M | Buy |
224,144
+5,702
| +3% | +$100K | 0.1% | 200 |
|
|
2023
Q4 | $3.67M | Buy |
218,442
+2,871
| +1% | +$48.2K | 0.11% | 180 |
|
|
2023
Q3 | $3.24M | Buy |
215,571
+5,104
| +2% | +$76.7K | 0.12% | 192 |
|
|
2023
Q2 | $3.36M | Sell |
210,467
-6,914
| -3% | -$110K | 0.13% | 168 |
|
|
2023
Q1 | $4.18M | Sell |
217,381
-38,501
| -15% | -$741K | 0.18% | 127 |
|
|
2022
Q4 | $4.71M | Sell |
255,882
-56,229
| -18% | -$1.04M | 0.2% | 122 |
|
|
2022
Q3 | $4.79M | Buy |
312,111
+38,165
| +14% | +$585K | 0.23% | 103 |
|
|
2022
Q2 | $5.74M | Sell |
273,946
-10,475
| -4% | -$220K | 0.27% | 90 |
|
|
2022
Q1 | $6.72M | Buy |
284,421
+122,060
| +75% | +$2.88M | 0.3% | 79 |
|
|
2021
Q4 | $3.99M | Sell |
162,361
-8,569
| -5% | -$211K | 0.17% | 134 |
|
|
2021
Q3 | $4.62M | Sell |
170,930
-32,812
| -16% | -$886K | 0.22% | 105 |
|
|
2021
Q2 | $5.93M | Buy |
203,742
+28,394
| +16% | +$826K | 0.29% | 72 |
|
|
2021
Q1 | $5.34M | Sell |
175,348
-17,876
| -9% | -$544K | 0.3% | 72 |
|
|
2020
Q4 | $5.56M | Buy |
193,224
+12,734
| +7% | +$366K | 0.4% | 54 |
|
|
2020
Q3 | $5.15M | Buy |
180,490
+513
| +0.3% | +$14.6K | 0.46% | 49 |
|
|
2020
Q2 | $5.44M | Buy |
179,977
+39,327
| +28% | +$1.19M | 0.54% | 38 |
|
|
2020
Q1 | $4.1M | Buy |
140,650
+45,391
| +48% | +$1.32M | 0.55% | 42 |
|
|
2019
Q4 | $3.72M | Sell |
95,259
-665
| -0.7% | -$26K | 0.47% | 63 |
|
|
2019
Q3 | $3.63M | Buy |
95,924
+4,628
| +5% | +$175K | 0.57% | 47 |
|
|
2019
Q2 | $3.06M | Sell |
91,296
-36,779
| -29% | -$1.23M | 0.51% | 56 |
|
|
2019
Q1 | $4.02M | Sell |
128,075
-7,847
| -6% | -$246K | 0.61% | 35 |
|
|
2018
Q4 | $3.88M | Buy |
135,922
+13,498
| +11% | +$385K | 0.85% | 25 |
|
|
2018
Q3 | $4.11M | Buy |
122,424
+33,089
| +37% | +$1.11M | 0.83% | 26 |
|
|
2018
Q2 | $2.87M | Sell |
89,335
-2,318
| -3% | -$74.4K | 0.69% | 42 |
|
|
2018
Q1 | $3.27M | Buy |
91,653
+23,257
| +34% | +$829K | 0.81% | 32 |
|
|
2017
Q4 | $2.66M | Buy |
68,396
+5,415
| +9% | +$211K | 0.95% | 22 |
|
|
2017
Q3 | $2.47M | Buy |
62,981
+1,322
| +2% | +$51.8K | 1.09% | 18 |
|
|
2017
Q2 | $2.33M | Sell |
61,659
-10,466
| -15% | -$395K | 1.2% | 15 |
|
|
2017
Q1 | $3M | Buy |
+72,125
| New | +$3M | 1.78% | 5 |
|