LWM
Lakeridge Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
27,749
+147
| +0.5% | +$4.25K | 0.37% | 45 |
|
|
2025
Q1 | $781K | Buy |
27,602
+236
| +0.9% | +$6.67K | 0.39% | 48 |
|
|
2024
Q4 | $623K | Buy |
27,366
+142
| +0.5% | +$3.23K | 0.32% | 65 |
|
|
2024
Q3 | $599K | Buy |
27,224
+66
| +0.2% | +$1.45K | 0.33% | 65 |
|
|
2024
Q2 | $519K | Sell |
27,158
-492
| -2% | -$9.4K | 0.31% | 66 |
|
|
2024
Q1 | $487K | Sell |
27,650
-3,246
| -11% | -$57.1K | 0.32% | 63 |
|
|
2023
Q4 | $518K | Buy |
+30,896
| New | +$518K | 0.37% | 56 |
|