SWA
Sax Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
39,178
+186
| +0.5% | +$5.38K | 0.07% | 162 |
|
|
2025
Q1 | $1.1M | Buy |
38,992
+3,680
| +10% | +$104K | 0.08% | 130 |
|
|
2024
Q4 | $804K | Buy |
35,312
+1,176
| +3% | +$26.8K | 0.06% | 141 |
|
|
2024
Q3 | $751K | Sell |
34,136
-1,934
| -5% | -$42.5K | 0.07% | 117 |
|
|
2024
Q2 | $689K | Buy |
36,070
+6,816
| +23% | +$130K | 0.07% | 118 |
|
|
2024
Q1 | $515K | Sell |
29,254
-3,625
| -11% | -$63.8K | 0.06% | 112 |
|
|
2023
Q4 | $552K | Buy |
32,879
+403
| +1% | +$6.76K | 0.09% | 112 |
|
|
2023
Q3 | $488K | Buy |
32,476
+2,424
| +8% | +$36.4K | 0.1% | 111 |
|
|
2023
Q2 | $479K | Sell |
30,052
-12,017
| -29% | -$192K | 0.1% | 113 |
|
|
2023
Q1 | $810K | Sell |
42,069
-3,746
| -8% | -$72.1K | 0.18% | 74 |
|
|
2022
Q4 | $843K | Buy |
45,815
+1,766
| +4% | +$32.5K | 0.19% | 68 |
|
|
2022
Q3 | $676K | Sell |
44,049
-852
| -2% | -$13.1K | 0.17% | 77 |
|
|
2022
Q2 | $941K | Buy |
44,901
+605
| +1% | +$12.7K | 0.24% | 65 |
|
|
2022
Q1 | $1.05M | Sell |
44,296
-2,818
| -6% | -$66.6K | 0.25% | 60 |
|
|
2021
Q4 | $1.16M | Sell |
47,114
-25,894
| -35% | -$637K | 0.24% | 61 |
|
|
2021
Q3 | $1.97M | Buy |
73,008
+3,187
| +5% | +$86.1K | 0.47% | 42 |
|
|
2021
Q2 | $2.01M | Buy |
69,821
+34,693
| +99% | +$998K | 0.69% | 37 |
|
|
2021
Q1 | $1.06M | Buy |
35,128
+3,653
| +12% | +$111K | 0.39% | 51 |
|
|
2020
Q4 | $905K | Buy |
+31,475
| New | +$905K | 0.42% | 52 |
|