NWM
Nicola Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Sell |
709,400
-46,000
| -6% | -$1.33M | 1.92% | 15 |
|
|
2025
Q1 | $21.4M | Sell |
755,400
-285,800
| -27% | -$8.08M | 2.08% | 11 |
|
|
2024
Q4 | $23.7M | Sell |
1,041,200
-327,500
| -24% | -$7.46M | 2.25% | 13 |
|
|
2024
Q3 | $30.1M | Hold |
1,368,700
| – | – | 2.39% | 7 |
|
|
2024
Q2 | $26.2M | Sell |
1,368,700
-100,000
| -7% | -$1.91M | 2.34% | 6 |
|
|
2024
Q1 | $25.8M | Hold |
1,468,700
| – | – | 2.51% | 7 |
|
|
2023
Q4 | $24.6M | Hold |
1,468,700
| – | – | 2.59% | 7 |
|
|
2023
Q3 | $22.1M | Buy |
1,468,700
+126,000
| +9% | +$1.89M | 2.38% | 10 |
|
|
2023
Q2 | $21.4M | Buy |
1,342,700
+151,000
| +13% | +$2.41M | 2.1% | 11 |
|
|
2023
Q1 | $22.9M | Hold |
1,191,700
| – | – | 2.26% | 9 |
|
|
2022
Q4 | $21.9M | Buy |
1,191,700
+75,500
| +7% | +$1.39M | 2.22% | 8 |
|
|
2022
Q3 | $17.1M | Buy |
1,116,200
+330,000
| +42% | +$5.06M | 1.88% | 12 |
|
|
2022
Q2 | $16.5M | Buy |
786,200
+92,000
| +13% | +$1.93M | 1.57% | 17 |
|
|
2022
Q1 | $16.4M | Buy |
694,200
+98,200
| +16% | +$2.32M | 1.44% | 15 |
|
|
2021
Q4 | $14.7M | Buy |
596,000
+179,500
| +43% | +$4.42M | 1.38% | 22 |
|
|
2021
Q3 | $11.3M | Buy |
416,500
+105,500
| +34% | +$2.85M | 1.16% | 29 |
|
|
2021
Q2 | $8.95M | Buy |
+311,000
| New | +$8.95M | 0.92% | 49 |
|