RSWM
Robertson Stephens Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
16,319
-2,689
| -14% | -$77.8K | 0.02% | 371 |
|
|
2025
Q1 | $538K | Sell |
19,008
-4,121
| -18% | -$117K | 0.02% | 352 |
|
|
2024
Q4 | $527K | Sell |
23,129
-2,060
| -8% | -$46.9K | 0.02% | 347 |
|
|
2024
Q3 | $554K | Sell |
25,189
-2,015
| -7% | -$44.3K | 0.02% | 389 |
|
|
2024
Q2 | $520K | Buy |
27,204
+4,191
| +18% | +$80.1K | 0.03% | 325 |
|
|
2024
Q1 | $405K | Sell |
23,013
-4,930
| -18% | -$86.8K | 0.02% | 378 |
|
|
2023
Q4 | $469K | Sell |
27,943
-2,901
| -9% | -$48.7K | 0.03% | 317 |
|
|
2023
Q3 | $463K | Sell |
30,844
-1,331
| -4% | -$20K | 0.03% | 316 |
|
|
2023
Q2 | $513K | Sell |
32,175
-8,715
| -21% | -$139K | 0.04% | 270 |
|
|
2023
Q1 | $787K | Buy |
40,890
+5,800
| +17% | +$112K | 0.06% | 228 |
|
|
2022
Q4 | $646K | Sell |
35,090
-31,219
| -47% | -$575K | 0.06% | 227 |
|
|
2022
Q3 | $1.02M | Sell |
66,309
-32,795
| -33% | -$503K | 0.11% | 151 |
|
|
2022
Q2 | $2.08M | Buy |
99,104
+17,621
| +22% | +$369K | 0.2% | 99 |
|
|
2022
Q1 | $1.93M | Buy |
81,483
+19
| +0% | +$449 | 0.16% | 113 |
|
|
2021
Q4 | $2M | Sell |
81,464
-12,170
| -13% | -$299K | 0.17% | 111 |
|
|
2021
Q3 | $2.53M | Buy |
93,634
+3,404
| +4% | +$91.9K | 0.29% | 62 |
|
|
2021
Q2 | $2.6M | Buy |
90,230
+5,763
| +7% | +$166K | 0.31% | 59 |
|
|
2021
Q1 | $2.56M | Buy |
84,467
+32,265
| +62% | +$976K | 0.41% | 50 |
|
|
2020
Q4 | $1.5M | Buy |
52,202
+24,147
| +86% | +$694K | 0.31% | 62 |
|
|
2020
Q3 | $799K | Buy |
+28,055
| New | +$799K | 0.2% | 96 |
|
|
2020
Q2 | – | Sell |
-11,555
| Closed | -$337K | – | 213 |
|
|
2020
Q1 | $337K | Buy |
+11,555
| New | +$337K | 0.12% | 125 |
|