MWM
Maltin Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
8,143
+47
| +0.6% | +$1.36K | 0.11% | 118 |
|
|
2025
Q1 | $229K | Buy |
+8,096
| New | +$229K | 0.11% | 120 |
|
|
2022
Q3 | – | Sell |
-9,574
| Closed | -$201K | – | 118 |
|
|
2022
Q2 | $201K | Sell |
9,574
-26
| -0.3% | -$546 | 0.15% | 108 |
|
|
2022
Q1 | $227K | Buy |
9,600
+255
| +3% | +$6.03K | 0.15% | 104 |
|
|
2021
Q4 | $230K | Sell |
9,345
-1,787
| -16% | -$44K | 0.14% | 108 |
|
|
2021
Q3 | $301K | Buy |
11,132
+191
| +2% | +$5.16K | 0.18% | 85 |
|
|
2021
Q2 | $315K | Sell |
10,941
-5,130
| -32% | -$148K | 0.19% | 84 |
|
|
2021
Q1 | $486K | Buy |
16,071
+5,480
| +52% | +$166K | 0.32% | 66 |
|
|
2020
Q4 | $305K | Buy |
10,591
+178
| +2% | +$5.13K | 0.21% | 74 |
|
|
2020
Q3 | $297K | Sell |
10,413
-8,288
| -44% | -$236K | 0.21% | 71 |
|
|
2020
Q2 | $565K | Sell |
18,701
-8,843
| -32% | -$267K | 0.43% | 52 |
|
|
2020
Q1 | $803K | Buy |
27,544
+16,843
| +157% | +$491K | 0.68% | 39 |
|
|
2019
Q4 | $418K | Buy |
+10,701
| New | +$418K | 0.27% | 51 |
|