SWMP
Signature Wealth Management Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
52,947
+1,730
| +3% | +$50.1K | 0.88% | 23 |
|
|
2025
Q1 | $1.45M | Sell |
51,217
-5,287
| -9% | -$150K | 0.95% | 20 |
|
|
2024
Q4 | $1.29M | Sell |
56,504
-290
| -0.5% | -$6.6K | 0.88% | 21 |
|
|
2024
Q3 | $1.25M | Sell |
56,794
-11,811
| -17% | -$260K | 0.9% | 22 |
|
|
2024
Q2 | $1.31M | Sell |
68,605
-567
| -0.8% | -$10.8K | 1% | 20 |
|
|
2024
Q1 | $1.22M | Sell |
69,172
-526
| -0.8% | -$9.26K | 0.99% | 23 |
|
|
2023
Q4 | $1.17M | Sell |
69,698
-2,057
| -3% | -$34.5K | 1.02% | 22 |
|
|
2023
Q3 | $1.08M | Buy |
71,755
+10,391
| +17% | +$156K | 1.05% | 24 |
|
|
2023
Q2 | $979K | Buy |
61,364
+8,252
| +16% | +$132K | 0.91% | 22 |
|
|
2023
Q1 | $1.02M | Buy |
53,112
+12
| +0% | +$231 | 0.95% | 23 |
|
|
2022
Q4 | $978K | Buy |
53,100
+112
| +0.2% | +$2.06K | 0.96% | 30 |
|
|
2022
Q3 | $813K | Sell |
52,988
-1,339
| -2% | -$20.5K | 0.9% | 32 |
|
|
2022
Q2 | $1.14M | Sell |
54,327
-2,178
| -4% | -$45.7K | 1.17% | 23 |
|
|
2022
Q1 | $1.34M | Buy |
56,505
+11,110
| +24% | +$262K | 1.14% | 22 |
|
|
2021
Q4 | $1.12M | Sell |
45,395
-44,432
| -49% | -$1.09M | 0.95% | 30 |
|
|
2021
Q3 | $2.43M | Sell |
89,827
-10,689
| -11% | -$289K | 2.2% | 12 |
|
|
2021
Q2 | $2.89M | Buy |
100,516
+3,736
| +4% | +$108K | 2.63% | 9 |
|
|
2021
Q1 | $2.93M | Buy |
96,780
+3,717
| +4% | +$113K | 2.81% | 8 |
|
|
2020
Q4 | $2.68M | Buy |
+93,063
| New | +$2.68M | 2.68% | 9 |
|