KWM
Kolinsky Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $402K | Buy |
17,652
+2,546
| +17% | +$58K | 0.25% | 88 |
|
|
2024
Q3 | $332K | Buy |
15,106
+325
| +2% | +$7.15K | 0.22% | 105 |
|
|
2024
Q2 | $282K | Buy |
14,781
+945
| +7% | +$18.1K | 0.2% | 116 |
|
|
2024
Q1 | $244K | Buy |
13,836
+747
| +6% | +$13.1K | 0.19% | 125 |
|
|
2023
Q4 | $220K | Buy |
13,089
+1,629
| +14% | +$27.3K | 0.19% | 123 |
|
|
2023
Q3 | $172K | Sell |
11,460
-1,346
| -11% | -$20.2K | 0.17% | 127 |
|
|
2023
Q2 | $205K | Buy |
12,806
+114
| +0.9% | +$1.82K | 0.19% | 132 |
|
|
2023
Q1 | $244K | Sell |
12,692
-1,318
| -9% | -$25.3K | 0.26% | 103 |
|
|
2022
Q4 | $258K | Buy |
14,010
+906
| +7% | +$16.7K | 0.29% | 93 |
|
|
2022
Q3 | $201K | Sell |
13,104
-1,449
| -10% | -$22.2K | 0.25% | 108 |
|
|
2022
Q2 | $305K | Buy |
14,553
+1,593
| +12% | +$33.4K | 0.36% | 67 |
|
|
2022
Q1 | $306K | Buy |
12,960
+3,038
| +31% | +$71.7K | 0.3% | 79 |
|
|
2021
Q4 | $244K | Buy |
+9,922
| New | +$244K | 0.23% | 118 |
|