Sax Wealth Advisors’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,677
| Closed | -$370K | – | 386 |
|
|
2024
Q4 | $370K | Buy |
1,677
+19
| +1% | +$4.19K | 0.03% | 236 |
|
|
2024
Q3 | $342K | Sell |
1,658
-3,507
| -68% | -$724K | 0.03% | 208 |
|
|
2024
Q2 | $910K | Buy |
5,165
+35
| +0.7% | +$6.17K | 0.09% | 95 |
|
|
2024
Q1 | $837K | Hold |
5,130
| – | – | 0.1% | 80 |
|
|
2023
Q4 | $822K | Hold |
5,130
| – | – | 0.13% | 82 |
|
|
2023
Q3 | $718K | Buy |
5,130
+730
| +17% | +$102K | 0.14% | 84 |
|
|
2023
Q2 | $611K | Hold |
4,400
| – | – | 0.12% | 96 |
|
|
2023
Q1 | $637K | Hold |
4,400
| – | – | 0.14% | 87 |
|
|
2022
Q4 | $616K | Hold |
4,400
| – | – | 0.14% | 84 |
|
|
2022
Q3 | $590K | Hold |
4,400
| – | – | 0.15% | 87 |
|
|
2022
Q2 | $592K | Buy |
4,400
+455
| +12% | +$61.2K | 0.15% | 89 |
|
|
2022
Q1 | $506K | Buy |
3,945
+782
| +25% | +$100K | 0.12% | 109 |
|
|
2021
Q4 | $367K | Hold |
3,163
| – | – | 0.08% | 135 |
|
|
2021
Q3 | $404K | Buy |
+3,163
| New | +$404K | 0.1% | 111 |
|