SWM
Selective Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
10,806
-1,811
| -14% | -$50.9K | 0.11% | 80 |
|
|
2025
Q1 | $338K | Sell |
12,617
-567
| -4% | -$15.2K | 0.15% | 65 |
|
|
2024
Q4 | $287K | Sell |
13,184
-1,070
| -8% | -$23.3K | 0.12% | 82 |
|
|
2024
Q3 | $312K | Sell |
14,254
-2,377
| -14% | -$52K | 0.13% | 82 |
|
|
2024
Q2 | $313K | Hold |
16,631
| – | – | 0.14% | 79 |
|
|
2024
Q1 | $278K | Buy |
16,631
+200
| +1% | +$3.35K | 0.12% | 86 |
|
|
2023
Q4 | $282K | Buy |
16,431
+72
| +0.4% | +$1.24K | 0.14% | 67 |
|
|
2023
Q3 | $240K | Sell |
16,359
-826
| -5% | -$12.1K | 0.13% | 72 |
|
|
2023
Q2 | $262K | Buy |
+17,185
| New | +$262K | 0.13% | 86 |
|
|
2022
Q4 | $401K | Sell |
20,843
-4,715
| -18% | -$90.7K | 0.21% | 67 |
|
|
2022
Q3 | $392K | Sell |
25,558
-5,971
| -19% | -$91.6K | 0.17% | 75 |
|
|
2022
Q2 | $661K | Sell |
31,529
-9,964
| -24% | -$209K | 0.24% | 62 |
|
|
2022
Q1 | $980K | Sell |
41,493
-488
| -1% | -$11.5K | 0.36% | 39 |
|
|
2021
Q4 | $1.03M | Sell |
41,981
-4,600
| -10% | -$113K | 0.42% | 34 |
|
|
2021
Q3 | $1.26M | Sell |
46,581
-11,955
| -20% | -$323K | 0.67% | 25 |
|
|
2021
Q2 | $1.69M | Sell |
58,536
-25,350
| -30% | -$730K | 1.34% | 18 |
|
|
2021
Q1 | $2.54M | Buy |
83,886
+3,148
| +4% | +$95.3K | 2.31% | 13 |
|
|
2020
Q4 | $2.32M | Buy |
80,738
+10,342
| +15% | +$297K | 1.5% | 18 |
|
|
2020
Q3 | $2.01M | Buy |
70,396
+5,512
| +8% | +$157K | 1.57% | 17 |
|
|
2020
Q2 | $1.96M | Buy |
64,884
+53,850
| +488% | +$1.63M | 1.62% | 15 |
|
|
2020
Q1 | $322K | Buy |
11,034
+9
| +0.1% | +$263 | 0.5% | 11 |
|
|
2019
Q4 | $431K | Buy |
11,025
+9
| +0.1% | +$352 | 0.52% | 14 |
|
|
2019
Q3 | $417K | Sell |
11,016
-3,541
| -24% | -$134K | 0.57% | 15 |
|
|
2019
Q2 | $488K | Buy |
14,557
+3,378
| +30% | +$113K | 0.79% | 15 |
|
|
2019
Q1 | $351K | Buy |
+11,179
| New | +$351K | 0.42% | 20 |
|
|
2018
Q3 | $405K | Buy |
+12,067
| New | +$405K | 4.84% | 6 |
|