SPW
Sonoma Private Wealth’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
56,542
-1,605
| -3% | -$46.4K | 2.01% | 11 |
|
|
2025
Q1 | $1.64M | Buy |
58,147
+534
| +0.9% | +$15.1K | 2.28% | 9 |
|
|
2024
Q4 | $1.31M | Buy |
57,613
+629
| +1% | +$14.3K | 2.12% | 12 |
|
|
2024
Q3 | $1.25M | Sell |
56,984
-4,658
| -8% | -$102K | 1.95% | 12 |
|
|
2024
Q2 | $1.18M | Sell |
61,642
-531
| -0.9% | -$10.1K | 1.91% | 12 |
|
|
2024
Q1 | $1.09M | Buy |
62,173
+1,715
| +3% | +$30.2K | 1.76% | 12 |
|
|
2023
Q4 | $1.01M | Buy |
60,458
+31,666
| +110% | +$531K | 1.68% | 13 |
|
|
2023
Q3 | $432K | Buy |
28,792
+5,784
| +25% | +$86.9K | 0.79% | 50 |
|
|
2023
Q2 | $367K | Buy |
23,008
+7,975
| +53% | +$127K | 0.64% | 54 |
|
|
2023
Q1 | $289K | Sell |
15,033
-1,934
| -11% | -$37.2K | 0.58% | 59 |
|
|
2022
Q4 | $312K | Buy |
+16,967
| New | +$312K | 0.69% | 51 |
|