RWA
Roberts Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,011
| Closed | -$219K | – | 105 |
|
|
2024
Q3 | $219K | Buy |
+10,011
| New | +$219K | 0.07% | 91 |
|
|
2024
Q2 | – | Sell |
-82,700
| Closed | -$1.34M | – | 94 |
|
|
2024
Q1 | $1.34M | Buy |
82,700
+4,753
| +6% | +$77.2K | 0.5% | 57 |
|
|
2023
Q4 | $3.8M | Buy |
77,947
+4,916
| +7% | +$239K | 0.59% | 47 |
|
|
2023
Q3 | $1.05M | Buy |
73,031
+3,975
| +6% | +$57.3K | 0.46% | 57 |
|
|
2023
Q2 | $1.1M | Sell |
69,056
-619
| -0.9% | -$9.87K | 0.48% | 54 |
|
|
2023
Q1 | $1.37M | Buy |
69,675
+3,653
| +6% | +$71.7K | 0.63% | 49 |
|
|
2022
Q4 | $1.24M | Buy |
66,022
+3,777
| +6% | +$70.8K | 0.6% | 53 |
|
|
2022
Q3 | $954K | Buy |
62,245
+4,410
| +8% | +$67.6K | 0.47% | 54 |
|
|
2022
Q2 | $1.2M | Buy |
57,835
+5,026
| +10% | +$105K | 0.52% | 55 |
|
|
2022
Q1 | $1.27M | Buy |
52,809
+8,360
| +19% | +$200K | 0.5% | 58 |
|
|
2021
Q4 | $1.13M | Buy |
44,449
+11,341
| +34% | +$288K | 0.41% | 65 |
|
|
2021
Q3 | $894K | Buy |
+33,108
| New | +$894K | 0.35% | 65 |
|