RWB
RMR Wealth Builders’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
13,781
+1,140
| +9% | +$33K | 0.04% | 188 |
|
|
2025
Q1 | $357K | Sell |
12,641
-720
| -5% | -$20.4K | 0.04% | 181 |
|
|
2024
Q4 | $304K | Buy |
13,361
+380
| +3% | +$8.65K | 0.03% | 209 |
|
|
2024
Q3 | $286K | Sell |
12,981
-1,039
| -7% | -$22.9K | 0.03% | 213 |
|
|
2024
Q2 | $268K | Buy |
14,020
+2,867
| +26% | +$54.8K | 0.03% | 213 |
|
|
2024
Q1 | $196K | Buy |
+11,153
| New | +$196K | 0.02% | 253 |
|
|
2023
Q4 | – | Sell |
-18,018
| Closed | -$271K | – | 245 |
|
|
2023
Q3 | $271K | Sell |
18,018
-927
| -5% | -$13.9K | 0.04% | 194 |
|
|
2023
Q2 | $302K | Buy |
18,945
+1,760
| +10% | +$28.1K | 0.05% | 166 |
|
|
2023
Q1 | $331K | Sell |
17,185
-2,080
| -11% | -$40K | 0.06% | 156 |
|
|
2022
Q4 | $355K | Sell |
19,265
-340
| -2% | -$6.26K | 0.08% | 127 |
|
|
2022
Q3 | $301K | Sell |
19,605
-1,263
| -6% | -$19.4K | 0.07% | 135 |
|
|
2022
Q2 | $437K | Sell |
20,868
-3,643
| -15% | -$76.3K | 0.11% | 117 |
|
|
2022
Q1 | $437K | Buy |
24,511
+513
| +2% | +$9.15K | 0.09% | 128 |
|
|
2021
Q4 | $446K | Sell |
23,998
-5,507
| -19% | -$102K | 0.13% | 72 |
|
|
2021
Q3 | $602K | Sell |
29,505
-1,959
| -6% | -$40K | 0.18% | 89 |
|
|
2021
Q2 | $684K | Sell |
31,464
-18,076
| -36% | -$393K | 0.22% | 74 |
|
|
2021
Q1 | $1.13M | Buy |
49,540
+30,906
| +166% | +$707K | 0.29% | 51 |
|
|
2020
Q4 | $405K | Sell |
18,634
-84,589
| -82% | -$1.84M | 0.2% | 87 |
|
|
2020
Q3 | $2.22M | Buy |
103,223
+95,241
| +1,193% | +$2.05M | 0.58% | 31 |
|
|
2020
Q2 | $182K | Buy |
+7,982
| New | +$182K | 0.16% | 119 |
|
|
2019
Q4 | $257K | Buy |
+8,711
| New | +$257K | 0.25% | 90 |
|