SWP
Summit Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Sell |
19,988
-369
| -2% | -$10.7K | 0.11% | 120 |
|
|
2025
Q1 | $576K | Sell |
20,357
-12
| -0.1% | -$339 | 0.12% | 117 |
|
|
2024
Q4 | $464K | Hold |
20,369
| – | – | 0.1% | 126 |
|
|
2024
Q3 | $448K | Hold |
20,369
| – | – | 0.09% | 145 |
|
|
2024
Q2 | $389K | Hold |
20,369
| – | – | 0.08% | 156 |
|
|
2024
Q1 | $358K | Hold |
20,369
| – | – | 0.08% | 155 |
|
|
2023
Q4 | $342K | Sell |
20,369
-562
| -3% | -$9.43K | 0.08% | 147 |
|
|
2023
Q3 | $314K | Buy |
20,931
+360
| +2% | +$5.41K | 0.08% | 137 |
|
|
2023
Q2 | $328K | Sell |
20,571
-98
| -0.5% | -$1.56K | 0.08% | 137 |
|
|
2023
Q1 | $398K | Sell |
20,669
-100
| -0.5% | -$1.93K | 0.1% | 123 |
|
|
2022
Q4 | $382K | Buy |
20,769
+327
| +2% | +$6.02K | 0.1% | 125 |
|
|
2022
Q3 | $314K | Buy |
20,442
+98
| +0.5% | +$1.5K | 0.09% | 121 |
|
|
2022
Q2 | $426K | Buy |
20,344
+635
| +3% | +$13.3K | 0.11% | 102 |
|
|
2022
Q1 | $466K | Sell |
19,709
-95
| -0.5% | -$2.25K | 0.11% | 100 |
|
|
2021
Q4 | $487K | Sell |
19,804
-2,058
| -9% | -$50.6K | 0.1% | 97 |
|
|
2021
Q3 | $590K | Buy |
21,862
+1,096
| +5% | +$29.6K | 0.14% | 81 |
|
|
2021
Q2 | $598K | Buy |
20,766
+1
| +0% | +$29 | 0.14% | 86 |
|
|
2021
Q1 | $629K | Sell |
20,765
-1,002
| -5% | -$30.3K | 0.16% | 80 |
|
|
2020
Q4 | $626K | Buy |
21,767
+501
| +2% | +$14.4K | 0.17% | 76 |
|
|
2020
Q3 | $606K | Buy |
21,266
+199
| +0.9% | +$5.67K | 0.18% | 78 |
|
|
2020
Q2 | $637K | Buy |
21,067
+43
| +0.2% | +$1.3K | 0.21% | 75 |
|
|
2020
Q1 | $613K | Buy |
21,024
+1
| +0% | +$29 | 0.25% | 56 |
|
|
2019
Q4 | $822K | Buy |
+21,023
| New | +$822K | 0.28% | 53 |
|