RWP
Ridgecrest Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
19,588
-220
| -1% | -$6.37K | 0.3% | 60 |
|
|
2025
Q1 | $560K | Buy |
19,808
+1,420
| +8% | +$40.2K | 0.29% | 59 |
|
|
2024
Q4 | $419K | Buy |
18,388
+3,216
| +21% | +$73.2K | 0.23% | 66 |
|
|
2024
Q3 | $334K | Sell |
15,172
-159
| -1% | -$3.5K | 0.17% | 80 |
|
|
2024
Q2 | $293K | Sell |
15,331
-1,781
| -10% | -$34K | 0.18% | 85 |
|
|
2024
Q1 | $301K | Buy |
17,112
+18
| +0.1% | +$317 | 0.18% | 82 |
|
|
2023
Q4 | $287K | Sell |
17,094
-627
| -4% | -$10.5K | 0.19% | 78 |
|
|
2023
Q3 | $266K | Sell |
17,721
-2,459
| -12% | -$36.9K | 0.19% | 79 |
|
|
2023
Q2 | $322K | Sell |
20,180
-9,389
| -32% | -$150K | 0.21% | 72 |
|
|
2023
Q1 | $569K | Sell |
29,569
-441
| -1% | -$8.49K | 0.41% | 49 |
|
|
2022
Q4 | $552K | Sell |
30,010
-491
| -2% | -$9.04K | 0.42% | 45 |
|
|
2022
Q3 | $468K | Buy |
30,501
+126
| +0.4% | +$1.93K | 0.38% | 47 |
|
|
2022
Q2 | $637K | Sell |
30,375
-96
| -0.3% | -$2.01K | 0.46% | 44 |
|
|
2022
Q1 | $720K | Sell |
30,471
-1,291
| -4% | -$30.5K | 0.46% | 44 |
|
|
2021
Q4 | $781K | Sell |
31,762
-4,140
| -12% | -$102K | 0.38% | 54 |
|
|
2021
Q3 | $970K | Buy |
35,902
+2,331
| +7% | +$63K | 0.53% | 45 |
|
|
2021
Q2 | $966K | Buy |
33,571
+58
| +0.2% | +$1.67K | 0.6% | 44 |
|
|
2021
Q1 | $1.01M | Buy |
+33,513
| New | +$1.01M | 0.97% | 34 |
|