MWM
Mindset Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
10,525
+138
| +1% | +$3.99K | 0.1% | 108 |
|
|
2025
Q1 | $294K | Buy |
10,387
+55
| +0.5% | +$1.56K | 0.11% | 96 |
|
|
2024
Q4 | $235K | Sell |
10,332
-2,856
| -22% | -$65K | 0.09% | 116 |
|
|
2024
Q3 | $290K | Buy |
+13,188
| New | +$290K | 0.12% | 95 |
|