Private Wealth Management Group’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 | $149K | Sell |
5,165
-58
| -1% | -$1.68K | 0.05% | 98 |
|
|
2025
Q1 | $148K | Sell |
5,223
-53
| -1% | -$1.5K | 0.05% | 90 |
|
|
2024
Q4 | $120K | Buy |
5,276
+354
| +7% | +$8.06K | 0.05% | 104 |
|
|
2024
Q3 | $108K | Hold |
4,922
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $94.1K | Buy |
4,922
+184
| +4% | +$3.52K | 0.04% | 108 |
|
|
2024
Q1 | $83.4K | Hold |
4,738
| – | – | 0.04% | 111 |
|
|
2023
Q4 | $79.5K | Buy |
+4,738
| New | +$79.5K | 0.04% | 114 |
|