MWPCG
Measured Wealth Private Client Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
19,024
+1,057
| +6% | +$30.6K | 0.16% | 92 |
|
|
2025
Q1 | $508K | Buy |
17,967
+3,402
| +23% | +$96.2K | 0.16% | 89 |
|
|
2024
Q4 | $332K | Buy |
+14,565
| New | +$332K | 0.11% | 128 |
|
|
2020
Q4 | – | Sell |
-7,953
| Closed | -$227K | – | 142 |
|
|
2020
Q3 | $227K | Buy |
7,953
+1,019
| +15% | +$29.1K | 0.11% | 116 |
|
|
2020
Q2 | $210K | Buy |
+6,934
| New | +$210K | 0.12% | 110 |
|
|
2019
Q4 | – | Sell |
-5,933
| Closed | -$225K | – | 136 |
|
|
2019
Q3 | $225K | Sell |
5,933
-2,597
| -30% | -$98.5K | 0.15% | 108 |
|
|
2019
Q2 | $286K | Sell |
8,530
-25,360
| -75% | -$850K | 0.17% | 137 |
|
|
2019
Q1 | $1.06M | Buy |
33,890
+7,080
| +26% | +$222K | 0.66% | 28 |
|
|
2018
Q4 | $765K | Sell |
26,810
-5,387
| -17% | -$154K | 0.69% | 28 |
|
|
2018
Q3 | $1.11M | Buy |
32,197
+2,849
| +10% | +$97.8K | 0.66% | 21 |
|
|
2018
Q2 | $942K | Buy |
+29,348
| New | +$942K | 0.77% | 22 |
|
|
2017
Q3 | $1.22M | Buy |
+31,235
| New | +$1.22M | 1.67% | 14 |
|