PPWM
PFG Private Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$2.83K | – | 229 |
|
|
2025
Q1 | $2.83K | Hold |
100
| – | – | ﹤0.01% | 214 |
|
|
2024
Q4 | $2.28K | Hold |
100
| – | – | ﹤0.01% | 194 |
|
|
2024
Q3 | $2.2K | Sell |
100
-50
| -33% | -$1.1K | ﹤0.01% | 201 |
|
|
2024
Q2 | $2.87K | Buy |
150
+50
| +50% | +$956 | ﹤0.01% | 185 |
|
|
2024
Q1 | $1.76K | Hold |
100
| – | – | ﹤0.01% | 196 |
|
|
2023
Q4 | $1.68K | Sell |
100
-1,075
| -91% | -$18K | ﹤0.01% | 200 |
|
|
2023
Q3 | $17.6K | Hold |
1,175
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $18.7K | Hold |
1,175
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $22.6K | Sell |
1,175
-1,571
| -57% | -$30.2K | 0.01% | 172 |
|
|
2022
Q4 | $51K | Buy |
2,746
+1,571
| +134% | +$29.2K | 0.03% | 141 |
|
|
2022
Q3 | $18K | Hold |
1,175
| – | – | 0.01% | 161 |
|
|
2022
Q2 | $25K | Hold |
1,175
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $28K | Hold |
1,175
| – | – | 0.01% | 169 |
|
|
2021
Q4 | $29K | Sell |
1,175
-235
| -17% | -$5.8K | 0.02% | 171 |
|
|
2021
Q3 | $38K | Buy |
+1,410
| New | +$38K | 0.02% | 154 |
|