LWM
Liberty Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
17,732
-722
| -4% | -$20.9K | 0.08% | 122 |
|
|
2025
Q1 | $522K | Sell |
18,454
-1,597
| -8% | -$45.2K | 0.1% | 89 |
|
|
2024
Q4 | $457K | Sell |
20,051
-394
| -2% | -$8.97K | 0.08% | 126 |
|
|
2024
Q3 | $450K | Sell |
20,445
-7,025
| -26% | -$155K | 0.08% | 124 |
|
|
2024
Q2 | $397K | Buy |
27,470
+6,575
| +31% | +$95K | 0.07% | 127 |
|
|
2024
Q1 | $367K | Sell |
20,895
-3,454
| -14% | -$60.7K | 0.07% | 126 |
|
|
2023
Q4 | $409K | Buy |
24,349
+3,265
| +15% | +$54.8K | 0.09% | 110 |
|
|
2023
Q3 | $317K | Sell |
21,084
-6,479
| -24% | -$97.4K | 0.08% | 122 |
|
|
2023
Q2 | $440K | Sell |
27,563
-3,265
| -11% | -$52.1K | 0.11% | 105 |
|
|
2023
Q1 | $594K | Buy |
+30,828
| New | +$594K | 0.12% | 108 |
|
|
2022
Q3 | $473K | Buy |
30,891
+1,436
| +5% | +$22K | 0.13% | 90 |
|
|
2022
Q2 | $617K | Sell |
29,455
-91
| -0.3% | -$1.91K | 0.25% | 72 |
|
|
2022
Q1 | $698K | Buy |
29,546
+8,909
| +43% | +$210K | 0.25% | 65 |
|
|
2021
Q4 | $507 | Sell |
20,637
-1,750
| -8% | -$43 | 0.02% | 96 |
|
|
2021
Q3 | $602K | Buy |
22,387
+2,041
| +10% | +$54.9K | 0.21% | 68 |
|
|
2021
Q2 | $586K | Sell |
20,346
-1,487
| -7% | -$42.8K | 0.23% | 66 |
|
|
2021
Q1 | $625K | Hold |
21,833
| – | – | 0.31% | 50 |
|
|
2020
Q4 | $625K | Sell |
21,833
-1,011
| -4% | -$28.9K | 0.31% | 50 |
|
|
2020
Q3 | $651K | Sell |
22,844
-3,143
| -12% | -$89.6K | 0.38% | 40 |
|
|
2020
Q2 | $787K | Sell |
25,987
-484
| -2% | -$14.7K | 0.55% | 31 |
|
|
2020
Q1 | $771K | Sell |
26,471
-115
| -0.4% | -$3.35K | 0.67% | 29 |
|
|
2019
Q4 | $1.04M | Buy |
26,586
+663
| +3% | +$25.9K | 0.82% | 24 |
|
|
2019
Q3 | $981K | Sell |
25,923
-5,045
| -16% | -$191K | 0.93% | 20 |
|
|
2019
Q2 | $1.04M | Buy |
30,968
+9,267
| +43% | +$311K | 0.91% | 15 |
|
|
2019
Q1 | $680K | Buy |
21,701
+573
| +3% | +$18K | 0.51% | 25 |
|
|
2018
Q4 | $602K | Buy |
+21,128
| New | +$602K | 0.45% | 28 |
|