LWM
Lodestone Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
11,779
+65
| +0.6% | +$1.88K | 0.17% | 123 |
|
|
2025
Q1 | $331K | Buy |
11,714
+9
| +0.1% | +$255 | 0.18% | 114 |
|
|
2024
Q4 | $267K | Buy |
11,705
+541
| +5% | +$12.3K | 0.13% | 126 |
|
|
2024
Q3 | $246K | Sell |
11,164
-1,926
| -15% | -$42.4K | 0.12% | 130 |
|
|
2024
Q2 | $250K | Sell |
13,090
-785
| -6% | -$15K | 0.13% | 136 |
|
|
2024
Q1 | $244K | Sell |
13,875
-240
| -2% | -$4.22K | 0.13% | 135 |
|
|
2023
Q4 | $237K | Sell |
14,115
-1,697
| -11% | -$28.5K | 0.14% | 135 |
|
|
2023
Q3 | $237K | Buy |
15,812
+126
| +0.8% | +$1.89K | 0.17% | 117 |
|
|
2023
Q2 | $250K | Buy |
15,686
+3,237
| +26% | +$51.6K | 0.17% | 121 |
|
|
2023
Q1 | $240K | Sell |
12,449
-132
| -1% | -$2.54K | 0.18% | 118 |
|
|
2022
Q4 | $232K | Buy |
+12,581
| New | +$232K | 0.19% | 112 |
|