LGWM
Litman Gregory Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
20,410
+7,660
| +60% | +$222K | 0.05% | 85 |
|
|
2025
Q1 | $361K | Sell |
12,750
-9,500
| -43% | -$269K | 0.03% | 107 |
|
|
2024
Q4 | $507K | Sell |
22,250
-7,500
| -25% | -$171K | 0.04% | 81 |
|
|
2024
Q3 | $655K | Sell |
29,750
-19,750
| -40% | -$435K | 0.05% | 79 |
|
|
2024
Q2 | $946K | Sell |
49,500
-8,625
| -15% | -$165K | 0.08% | 72 |
|
|
2024
Q1 | $1.02M | Sell |
58,125
-2,500
| -4% | -$44K | 0.09% | 72 |
|
|
2023
Q4 | $1.02M | Sell |
60,625
-8,903
| -13% | -$149K | 0.1% | 70 |
|
|
2023
Q3 | $1.04M | Buy |
+69,528
| New | +$1.04M | 0.11% | 67 |
|
|
2021
Q2 | – | Sell |
-596
| Closed | -$18K | – | 175 |
|
|
2021
Q1 | $18K | Buy |
596
+429
| +257% | +$13K | ﹤0.01% | 138 |
|
|
2020
Q4 | $5K | Sell |
167
-3,216
| -95% | -$96.3K | ﹤0.01% | 167 |
|
|
2020
Q3 | $96K | Buy |
3,383
+400
| +13% | +$11.4K | 0.02% | 74 |
|
|
2020
Q2 | $90K | Buy |
2,983
+2,667
| +844% | +$80.5K | 0.02% | 74 |
|
|
2020
Q1 | $9K | Sell |
316
-859
| -73% | -$24.5K | ﹤0.01% | 127 |
|
|
2019
Q4 | $46K | Buy |
1,175
+818
| +229% | +$32K | 0.01% | 97 |
|
|
2019
Q3 | $14K | Sell |
357
-357
| -50% | -$14K | ﹤0.01% | 129 |
|
|
2019
Q2 | $24K | Buy |
+714
| New | +$24K | 0.01% | 130 |
|
|
2019
Q1 | – | Sell |
-140
| Closed | -$4K | – | 148 |
|
|
2018
Q4 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 137 |
|