Smallwood Wealth Investment Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $575K | Sell |
20,345
-8,009
| -28% | -$227K | 0.36% | 38 |
|
|
2024
Q4 | $646K | Sell |
28,354
-14
| -0% | -$319 | 0.44% | 35 |
|
|
2024
Q3 | $624K | Sell |
28,368
-1,331
| -4% | -$29.3K | 0.45% | 33 |
|
|
2024
Q2 | $568K | Sell |
29,699
-2,302
| -7% | -$44K | 0.44% | 33 |
|
|
2024
Q1 | $563K | Sell |
32,001
-325
| -1% | -$5.72K | 0.44% | 36 |
|
|
2023
Q4 | $542K | Sell |
32,326
-910
| -3% | -$15.3K | 0.45% | 34 |
|
|
2023
Q3 | $499K | Buy |
33,236
+2,698
| +9% | +$40.5K | 0.45% | 34 |
|
|
2023
Q2 | $487K | Buy |
30,538
+17
| +0.1% | +$271 | 0.43% | 36 |
|
|
2023
Q1 | $588K | Sell |
30,521
-3,892
| -11% | -$74.9K | 0.56% | 31 |
|
|
2022
Q4 | $634K | Sell |
34,413
-797
| -2% | -$14.7K | 0.54% | 34 |
|
|
2022
Q3 | $540K | Sell |
35,210
-599
| -2% | -$9.19K | 0.49% | 42 |
|
|
2022
Q2 | $751K | Sell |
35,809
-6,589
| -16% | -$138K | 0.76% | 25 |
|
|
2022
Q1 | $757K | Buy |
42,398
+949
| +2% | +$16.9K | 0.72% | 24 |
|
|
2021
Q4 | $770K | Buy |
+41,449
| New | +$770K | 0.72% | 25 |
|