LWMM
Legacy Wealth Management (Mississippi)’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Sell |
52,848
-8,168
| -13% | -$236K | 0.47% | 41 |
|
2025
Q1 | $1.73M | Buy |
61,016
+9,497
| +18% | +$269K | 0.56% | 37 |
|
2024
Q4 | $1.17M | Buy |
51,519
+4,157
| +9% | +$94.7K | 0.47% | 40 |
|
2024
Q3 | $1.04M | Buy |
+47,362
| New | +$1.04M | 0.38% | 48 |
|