MWC
MBM Wealth Consultants’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
18,003
+138
| +0.8% | +$3.99K | 0.14% | 65 |
|
|
2025
Q1 | $505K | Buy |
17,865
+1,545
| +9% | +$43.7K | 0.15% | 63 |
|
|
2024
Q4 | $373K | Buy |
16,320
+867
| +6% | +$19.8K | 0.11% | 75 |
|
|
2024
Q3 | $340K | Sell |
15,453
-20
| -0.1% | -$440 | 0.11% | 77 |
|
|
2024
Q2 | $291K | Buy |
15,473
+52
| +0.3% | +$978 | 0.1% | 79 |
|
|
2024
Q1 | $271K | Sell |
15,421
-216
| -1% | -$3.8K | 0.1% | 87 |
|
|
2023
Q4 | $270K | Buy |
15,637
+678
| +5% | +$11.7K | 0.1% | 83 |
|
|
2023
Q3 | $215K | Buy |
14,959
+1,218
| +9% | +$17.5K | 0.09% | 99 |
|
|
2023
Q2 | $208K | Buy |
13,741
+300
| +2% | +$4.54K | 0.09% | 101 |
|
|
2023
Q1 | $317K | Hold |
13,441
| – | – | 0.13% | 71 |
|
|
2022
Q4 | $252K | Buy |
13,441
+2,694
| +25% | +$50.5K | 0.12% | 81 |
|
|
2022
Q3 | $171K | Buy |
10,747
+330
| +3% | +$5.25K | 0.08% | 84 |
|
|
2022
Q2 | $218K | Sell |
10,417
-1,327
| -11% | -$27.8K | 0.11% | 81 |
|
|
2022
Q1 | $278K | Sell |
11,744
-9,456
| -45% | -$224K | 0.12% | 88 |
|
|
2021
Q4 | $522K | Sell |
21,200
-16,888
| -44% | -$416K | 0.22% | 60 |
|
|
2021
Q3 | $1.03M | Buy |
38,088
+1,171
| +3% | +$31.7K | 0.47% | 35 |
|
|
2021
Q2 | $1.06M | Sell |
36,917
-4,579
| -11% | -$132K | 0.5% | 34 |
|
|
2021
Q1 | $1.26M | Sell |
41,496
-670
| -2% | -$20.3K | 0.64% | 30 |
|
|
2020
Q4 | $1.21M | Sell |
42,166
-2,537
| -6% | -$73K | 0.66% | 26 |
|
|
2020
Q3 | $1.27M | Buy |
44,703
+7,378
| +20% | +$210K | 0.81% | 23 |
|
|
2020
Q2 | $1.13M | Sell |
37,325
-12,934
| -26% | -$391K | 0.8% | 24 |
|
|
2020
Q1 | $1.47M | Buy |
50,259
+1,150
| +2% | +$33.5K | 1.21% | 21 |
|
|
2019
Q4 | $1.92M | Sell |
49,109
-44
| -0.1% | -$1.72K | 1.42% | 22 |
|
|
2019
Q3 | $1.86M | Sell |
49,153
-189
| -0.4% | -$7.15K | 1.46% | 21 |
|
|
2019
Q2 | $1.67M | Buy |
49,342
+541
| +1% | +$18.3K | 1.38% | 23 |
|
|
2019
Q1 | $1.53M | Sell |
48,801
-150
| -0.3% | -$4.7K | 1.34% | 22 |
|
|
2018
Q4 | $1.4M | Buy |
+48,951
| New | +$1.4M | 1.36% | 22 |
|