SAM
Secure Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
58,691
+6,172
| +12% | +$179K | 0.31% | 82 |
|
|
2025
Q1 | $1.49M | Buy |
52,519
+7,920
| +18% | +$224K | 0.3% | 102 |
|
|
2024
Q4 | $1.02M | Buy |
44,599
+4,060
| +10% | +$92.4K | 0.15% | 129 |
|
|
2024
Q3 | $892K | Buy |
40,539
+4,137
| +11% | +$91K | 0.15% | 139 |
|
|
2024
Q2 | $696K | Buy |
36,402
+9,816
| +37% | +$188K | 0.13% | 143 |
|
|
2024
Q1 | $468K | Buy |
26,586
+7,853
| +42% | +$138K | 0.11% | 136 |
|
|
2023
Q4 | $314K | Buy |
18,733
+366
| +2% | +$6.14K | 0.08% | 168 |
|
|
2023
Q3 | $276K | Buy |
18,367
+3,388
| +23% | +$50.9K | 0.08% | 176 |
|
|
2023
Q2 | $239K | Buy |
14,979
+123
| +0.8% | +$1.96K | 0.07% | 169 |
|
|
2023
Q1 | $286K | Buy |
14,856
+46
| +0.3% | +$885 | 0.1% | 152 |
|
|
2022
Q4 | $273K | Buy |
14,810
+3,781
| +34% | +$69.6K | 0.1% | 154 |
|
|
2022
Q3 | $169K | Buy |
11,029
+302
| +3% | +$4.63K | 0.09% | 151 |
|
|
2022
Q2 | $225K | Sell |
10,727
-1,041
| -9% | -$21.8K | 0.12% | 141 |
|
|
2022
Q1 | $278K | Buy |
11,768
+263
| +2% | +$6.21K | 0.13% | 146 |
|
|
2021
Q4 | $283K | Buy |
11,505
+51
| +0.4% | +$1.25K | 0.11% | 153 |
|
|
2021
Q3 | $309K | Sell |
11,454
-2,994
| -21% | -$80.8K | 0.15% | 123 |
|
|
2021
Q2 | $416K | Buy |
14,448
+238
| +2% | +$6.85K | 0.21% | 98 |
|
|
2021
Q1 | $430K | Sell |
14,210
-3,215
| -18% | -$97.3K | 0.24% | 93 |
|
|
2020
Q4 | $501K | Sell |
17,425
-1,128
| -6% | -$32.4K | 0.3% | 67 |
|
|
2020
Q3 | $529K | Sell |
18,553
-4,565
| -20% | -$130K | 0.36% | 60 |
|
|
2020
Q2 | $699K | Buy |
23,118
+9,061
| +64% | +$274K | 0.49% | 55 |
|
|
2020
Q1 | $410K | Sell |
14,057
-17,269
| -55% | -$504K | 0.44% | 56 |
|
|
2019
Q4 | $1.22M | Buy |
+31,326
| New | +$1.22M | 0.86% | 28 |
|