LWAC
Laurel Wealth Advisors (California)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.74M | Sell |
94,226
-707
| -0.7% | -$13K | 0.17% | 137 |
|
|
2022
Q3 | $1.46M | Sell |
94,933
-3,170
| -3% | -$48.6K | 0.16% | 147 |
|
|
2022
Q2 | $2.06M | Buy |
98,103
+1,362
| +1% | +$28.6K | 0.21% | 112 |
|
|
2022
Q1 | $2.29M | Sell |
96,741
-5,903
| -6% | -$139K | 0.19% | 116 |
|
|
2021
Q4 | $2.53M | Buy |
102,644
+5,548
| +6% | +$136K | 0.2% | 119 |
|
|
2021
Q3 | $2.62M | Sell |
97,096
-11,576
| -11% | -$313K | 0.48% | 39 |
|
|
2021
Q2 | $3.13M | Sell |
108,672
-4,997
| -4% | -$144K | 0.41% | 53 |
|
|
2021
Q1 | $3.44M | Buy |
113,669
+4,257
| +4% | +$129K | 0.52% | 39 |
|
|
2020
Q4 | $3.15M | Sell |
109,412
-5,491
| -5% | -$158K | 0.46% | 51 |
|
|
2020
Q3 | $3.28M | Sell |
114,903
-19,946
| -15% | -$569K | 0.54% | 47 |
|
|
2020
Q2 | $4.08M | Sell |
134,849
-7,904
| -6% | -$239K | 0.75% | 33 |
|
|
2020
Q1 | $4.16M | Sell |
142,753
-10,047
| -7% | -$293K | 0.96% | 20 |
|
|
2019
Q4 | $5.97M | Sell |
152,800
-21,781
| -12% | -$851K | 1% | 14 |
|
|
2019
Q3 | $6.61M | Buy |
174,581
+26,743
| +18% | +$1.01M | 1.13% | 10 |
|
|
2019
Q2 | $4.95M | Sell |
147,838
-633
| -0.4% | -$21.2K | 1.09% | 18 |
|
|
2019
Q1 | $4.66M | Buy |
148,471
+1,141
| +0.8% | +$35.8K | 1.15% | 14 |
|
|
2018
Q4 | $4.2M | Sell |
147,330
-4,577
| -3% | -$131K | 1.24% | 14 |
|
|
2018
Q3 | $5.1M | Buy |
151,907
+23,820
| +19% | +$800K | 1.25% | 11 |
|
|
2018
Q2 | $4.4M | Buy |
128,087
+15,657
| +14% | +$538K | 1.17% | 14 |
|
|
2018
Q1 | $4.01M | Sell |
112,430
-6,555
| -6% | -$234K | 1.24% | 14 |
|
|
2017
Q4 | $4.63M | Buy |
118,985
+21,645
| +22% | +$842K | 1.33% | 12 |
|
|
2017
Q3 | $3.81M | Buy |
97,340
+2,464
| +3% | +$96.5K | 1.28% | 14 |
|
|
2017
Q2 | $3.58M | Buy |
94,876
+15,516
| +20% | +$585K | 1.27% | 13 |
|
|
2017
Q1 | $3.3M | Buy |
79,360
+6,501
| +9% | +$270K | 1.27% | 14 |
|
|
2016
Q4 | $3.1M | Sell |
72,859
-7,961
| -10% | -$339K | 1.37% | 13 |
|
|
2016
Q3 | $3.28M | Sell |
80,820
-3,309
| -4% | -$134K | 1.55% | 11 |
|
|
2016
Q2 | $3.64M | Buy |
84,129
+6,459
| +8% | +$279K | 1.75% | 8 |
|
|
2016
Q1 | $3.04M | Sell |
77,670
-6,598
| -8% | -$258K | 1.53% | 11 |
|
|
2015
Q4 | $2.9M | Buy |
+84,268
| New | +$2.9M | 1.5% | 12 |
|