Summit Wealth & Retirement Planning’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,176
| Closed | -$315K | – | 104 |
|
|
2023
Q1 | $315K | Sell |
2,176
-1,887
| -46% | -$273K | 0.12% | 80 |
|
|
2022
Q4 | $569K | Hold |
4,063
| – | – | 0.23% | 55 |
|
|
2022
Q3 | $545K | Hold |
4,063
| – | – | 0.22% | 58 |
|
|
2022
Q2 | $547K | Sell |
4,063
-3,044
| -43% | -$410K | 0.21% | 60 |
|
|
2022
Q1 | $912K | Sell |
7,107
-393
| -5% | -$50.4K | 0.32% | 45 |
|
|
2021
Q4 | $870K | Sell |
7,500
-538
| -7% | -$62.4K | 0.3% | 47 |
|
|
2021
Q3 | $1.03M | Sell |
8,038
-241
| -3% | -$30.8K | 0.38% | 41 |
|
|
2021
Q2 | $1.2M | Buy |
8,279
+954
| +13% | +$138K | 0.44% | 40 |
|
|
2021
Q1 | $918K | Buy |
+7,325
| New | +$918K | 0.34% | 46 |
|