LWA
Lineweaver Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
8,574
-501
| -6% | -$14.5K | 0.04% | 141 |
|
|
2025
Q1 | $257K | Sell |
9,075
-2,735
| -23% | -$77.3K | 0.04% | 127 |
|
|
2024
Q4 | $269K | Sell |
11,810
-148
| -1% | -$3.37K | 0.05% | 122 |
|
|
2024
Q3 | $263K | Sell |
11,958
-3,681
| -24% | -$81K | 0.05% | 117 |
|
|
2024
Q2 | $299K | Buy |
15,639
+241
| +2% | +$4.61K | 0.06% | 112 |
|
|
2024
Q1 | $271K | Buy |
15,398
+108
| +0.7% | +$1.9K | 0.06% | 114 |
|
|
2023
Q4 | $257K | Sell |
15,290
-4,952
| -24% | -$83.1K | 0.07% | 117 |
|
|
2023
Q3 | $304K | Sell |
20,242
-2,740
| -12% | -$41.2K | 0.09% | 115 |
|
|
2023
Q2 | $367K | Buy |
22,982
+2,314
| +11% | +$36.9K | 0.1% | 94 |
|
|
2023
Q1 | $398K | Buy |
20,668
+147
| +0.7% | +$2.83K | 0.12% | 92 |
|
|
2022
Q4 | $378K | Buy |
20,521
+212
| +1% | +$3.9K | 0.11% | 93 |
|
|
2022
Q3 | $311K | Buy |
20,309
+535
| +3% | +$8.19K | 0.1% | 104 |
|
|
2022
Q2 | $414K | Buy |
19,774
+2,904
| +17% | +$60.8K | 0.14% | 89 |
|
|
2022
Q1 | $398K | Buy |
16,870
+43
| +0.3% | +$1.01K | 0.11% | 103 |
|
|
2021
Q4 | $413K | Sell |
16,827
-928
| -5% | -$22.8K | 0.12% | 97 |
|
|
2021
Q3 | $479K | Buy |
17,755
+10,323
| +139% | +$278K | 0.15% | 81 |
|
|
2021
Q2 | $213K | Sell |
7,432
-18,736
| -72% | -$537K | 0.07% | 116 |
|
|
2021
Q1 | $792K | Sell |
26,168
-8,644
| -25% | -$262K | 0.28% | 51 |
|
|
2020
Q4 | $1M | Buy |
34,812
+1,383
| +4% | +$39.8K | 0.39% | 34 |
|
|
2020
Q3 | $953K | Buy |
33,429
+5,207
| +18% | +$148K | 0.43% | 34 |
|
|
2020
Q2 | $853K | Buy |
28,222
+5,143
| +22% | +$155K | 0.43% | 30 |
|
|
2020
Q1 | $672K | Buy |
23,079
+370
| +2% | +$10.8K | 0.42% | 32 |
|
|
2019
Q4 | $887K | Buy |
+22,709
| New | +$887K | 0.5% | 25 |
|