PBMares Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
28,136
+1,696
| +6% | +$49.1K | 0.15% | 80 |
|
|
2025
Q1 | $748K | Buy |
26,440
+298
| +1% | +$8.43K | 0.15% | 83 |
|
|
2024
Q4 | $595K | Sell |
26,142
-227
| -0.9% | -$5.17K | 0.12% | 100 |
|
|
2024
Q3 | $580K | Sell |
26,369
-701
| -3% | -$15.4K | 0.12% | 99 |
|
|
2024
Q2 | $517K | Buy |
27,070
+2,235
| +9% | +$42.7K | 0.13% | 99 |
|
|
2024
Q1 | $437K | Sell |
24,835
-600
| -2% | -$10.6K | 0.11% | 115 |
|
|
2023
Q4 | $427K | Buy |
+25,435
| New | +$427K | 0.13% | 116 |
|
|
2021
Q4 | – | Sell |
-10,805
| Closed | -$220K | – | 159 |
|
|
2021
Q3 | $220K | Sell |
10,805
-1,238
| -10% | -$25.2K | 0.1% | 141 |
|
|
2021
Q2 | $262K | Buy |
12,043
+752
| +7% | +$16.4K | 0.14% | 128 |
|
|
2021
Q1 | $258K | Sell |
11,291
-843
| -7% | -$19.3K | 0.21% | 120 |
|
|
2020
Q4 | $264K | Buy |
+12,134
| New | +$264K | 0.3% | 102 |
|
|
2020
Q2 | – | Sell |
-10,521
| Closed | -$232K | – | 113 |
|
|
2020
Q1 | $232K | Buy |
10,521
+1,977
| +23% | +$43.6K | 0.37% | 89 |
|
|
2019
Q4 | $252K | Buy |
+8,544
| New | +$252K | 0.3% | 102 |
|