TMWM
Taylor & Morgan Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
37,992
-1,698
| -4% | -$49.1K | 0.74% | 24 |
|
|
2025
Q1 | $1.12M | Sell |
39,690
-1,418
| -3% | -$40.1K | 0.85% | 22 |
|
|
2024
Q4 | $936K | Sell |
41,108
-71
| -0.2% | -$1.62K | 0.66% | 23 |
|
|
2024
Q3 | $906K | Buy |
41,179
+403
| +1% | +$8.87K | 0.61% | 23 |
|
|
2024
Q2 | $779K | Buy |
40,776
+455
| +1% | +$8.7K | 0.55% | 25 |
|
|
2024
Q1 | $710K | Buy |
40,321
+133
| +0.3% | +$2.34K | 0.52% | 27 |
|
|
2023
Q4 | $674K | Sell |
40,188
-1,130
| -3% | -$19K | 0.54% | 29 |
|
|
2023
Q3 | $621K | Sell |
41,318
-7,225
| -15% | -$109K | 0.56% | 28 |
|
|
2023
Q2 | $774K | Sell |
48,543
-1,144
| -2% | -$18.2K | 0.64% | 26 |
|
|
2023
Q1 | $956K | Sell |
49,687
-7,709
| -13% | -$148K | 0.83% | 26 |
|
|
2022
Q4 | $1.06M | Buy |
57,396
+15,092
| +36% | +$278K | 1% | 22 |
|
|
2022
Q3 | $649K | Sell |
42,304
-3,272
| -7% | -$50.2K | 0.65% | 32 |
|
|
2022
Q2 | $955K | Sell |
45,576
-1,392
| -3% | -$29.2K | 0.91% | 24 |
|
|
2022
Q1 | $1.11M | Sell |
46,968
-11,114
| -19% | -$263K | 0.91% | 25 |
|
|
2021
Q4 | $1.43M | Buy |
+58,082
| New | +$1.43M | 1.16% | 21 |
|