PWM
Prentice Wealth Management’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $304K | Buy |
+10,502
| New | +$304K | 0.08% | 99 |
|
2022
Q3 | – | Sell |
-9,673
| Closed | -$203K | – | 166 |
|
2022
Q2 | $203K | Sell |
9,673
-1,741
| -15% | -$36.5K | 0.21% | 45 |
|
2022
Q1 | $268K | Buy |
11,414
+2,445
| +27% | +$57.4K | 0.13% | 82 |
|
2021
Q4 | $222K | Sell |
8,969
-906
| -9% | -$22.4K | 0.1% | 96 |
|
2021
Q3 | $267K | Sell |
9,875
-254
| -3% | -$6.87K | 0.13% | 81 |
|
2021
Q2 | $292K | Buy |
10,129
+2,694
| +36% | +$77.7K | 0.15% | 71 |
|
2021
Q1 | $225K | Buy |
+7,435
| New | +$225K | 0.13% | 80 |
|