MSWM
McGlone Suttner Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
25,300
+1,398
| +6% | +$40.5K | 0.11% | 91 |
|
|
2025
Q1 | $676K | Buy |
23,902
+2,101
| +10% | +$59.4K | 0.11% | 90 |
|
|
2024
Q4 | $496K | Buy |
21,801
+1,694
| +8% | +$38.6K | 0.08% | 103 |
|
|
2024
Q3 | $442K | Sell |
20,107
-386
| -2% | -$8.49K | 0.09% | 110 |
|
|
2024
Q2 | $344K | Sell |
20,493
-2,806
| -12% | -$47.1K | 0.07% | 111 |
|
|
2024
Q1 | $410K | Buy |
23,299
+2,806
| +14% | +$49.4K | 0.08% | 107 |
|
|
2023
Q4 | $344K | Buy |
20,493
+1,042
| +5% | +$17.5K | 0.07% | 111 |
|
|
2023
Q3 | $292K | Buy |
19,451
+1,026
| +6% | +$15.4K | 0.07% | 108 |
|
|
2023
Q2 | $294K | Buy |
18,425
+690
| +4% | +$11K | 0.07% | 112 |
|
|
2023
Q1 | $341K | Buy |
17,735
+1,100
| +7% | +$21.2K | 0.09% | 95 |
|
|
2022
Q4 | $306K | Buy |
+16,635
| New | +$306K | 0.1% | 94 |
|