PWMG
Prestige Wealth Management Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
34,566
-6,161
| -15% | -$178K | 0.2% | 57 |
|
|
2025
Q1 | $1.15M | Buy |
40,727
+742
| +2% | +$21K | 0.25% | 55 |
|
|
2024
Q4 | $910K | Sell |
39,985
-6,656
| -14% | -$152K | 0.19% | 63 |
|
|
2024
Q3 | $1.03M | Buy |
46,641
+1,072
| +2% | +$23.6K | 0.21% | 59 |
|
|
2024
Q2 | $871K | Buy |
45,569
+507
| +1% | +$9.69K | 0.19% | 61 |
|
|
2024
Q1 | $793K | Sell |
45,062
-6,017
| -12% | -$106K | 0.17% | 66 |
|
|
2023
Q4 | $857K | Buy |
51,079
+7,024
| +16% | +$118K | 0.19% | 60 |
|
|
2023
Q3 | $662K | Buy |
44,055
+4,449
| +11% | +$66.8K | 0.16% | 65 |
|
|
2023
Q2 | $632K | Buy |
39,606
+21,505
| +119% | +$343K | 0.15% | 68 |
|
|
2023
Q1 | $348K | Buy |
18,101
+1,757
| +11% | +$33.8K | 0.09% | 112 |
|
|
2022
Q4 | $301K | Sell |
16,344
-599
| -4% | -$11K | 0.08% | 109 |
|
|
2022
Q3 | $260K | Buy |
16,943
+212
| +1% | +$3.25K | 0.07% | 118 |
|
|
2022
Q2 | $350K | Sell |
16,731
-2,278
| -12% | -$47.7K | 0.09% | 99 |
|
|
2022
Q1 | $449K | Sell |
19,009
-10,035
| -35% | -$237K | 0.11% | 89 |
|
|
2021
Q4 | $715K | Sell |
29,044
-944
| -3% | -$23.2K | 0.17% | 62 |
|
|
2021
Q3 | $810K | Buy |
29,988
+4,761
| +19% | +$129K | 0.21% | 54 |
|
|
2021
Q2 | $726K | Sell |
25,227
-2,776
| -10% | -$79.9K | 0.19% | 52 |
|
|
2021
Q1 | $848K | Sell |
28,003
-1,204
| -4% | -$36.5K | 0.23% | 49 |
|
|
2020
Q4 | $840K | Buy |
29,207
+1,703
| +6% | +$49K | 0.23% | 50 |
|
|
2020
Q3 | $784K | Buy |
27,504
+1,044
| +4% | +$29.8K | 0.24% | 55 |
|
|
2020
Q2 | $800K | Buy |
26,460
+987
| +4% | +$29.8K | 0.28% | 41 |
|
|
2020
Q1 | $743K | Buy |
25,473
+6,945
| +37% | +$203K | 0.31% | 34 |
|
|
2019
Q4 | $724K | Sell |
18,528
-1,704
| -8% | -$66.6K | 0.4% | 43 |
|
|
2019
Q3 | $766K | Buy |
20,232
+1,992
| +11% | +$75.4K | 0.45% | 36 |
|
|
2019
Q2 | $611K | Buy |
18,240
+11
| +0.1% | +$368 | 0.37% | 47 |
|
|
2019
Q1 | $571K | Sell |
18,229
-833
| -4% | -$26.1K | 0.35% | 51 |
|
|
2018
Q4 | $544K | Buy |
+19,062
| New | +$544K | 0.4% | 50 |
|