TCPWM
Traverso Chambers Private Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $205K | Buy |
12,216
+41
| +0.3% | +$688 | 0.05% | 118 |
|
|
2023
Q3 | $183K | Sell |
12,175
-803
| -6% | -$12.1K | 0.05% | 112 |
|
|
2023
Q2 | $207K | Buy |
12,978
+35
| +0.3% | +$558 | 0.05% | 113 |
|
|
2023
Q1 | $249K | Buy |
12,943
+23
| +0.2% | +$443 | 0.07% | 102 |
|
|
2022
Q4 | $238K | Sell |
12,920
-22,171
| -63% | -$408K | 0.07% | 101 |
|
|
2022
Q3 | $538K | Buy |
35,091
+2,329
| +7% | +$35.7K | 0.16% | 68 |
|
|
2022
Q2 | $687K | Buy |
32,762
+7,337
| +29% | +$154K | 0.23% | 56 |
|
|
2022
Q1 | $601K | Buy |
25,425
+915
| +4% | +$21.6K | 0.18% | 65 |
|
|
2021
Q4 | $603K | Buy |
24,510
+2,210
| +10% | +$54.4K | 0.18% | 67 |
|
|
2021
Q3 | $602K | Buy |
22,300
+2,380
| +12% | +$64.2K | 0.19% | 64 |
|
|
2021
Q2 | $573K | Buy |
19,920
+1,351
| +7% | +$38.9K | 0.18% | 62 |
|
|
2021
Q1 | $562K | Buy |
18,569
+1,503
| +9% | +$45.5K | 0.19% | 60 |
|
|
2020
Q4 | $491K | Sell |
17,066
-494
| -3% | -$14.2K | 0.18% | 60 |
|
|
2020
Q3 | $501K | Buy |
17,560
+54
| +0.3% | +$1.54K | 0.19% | 58 |
|
|
2020
Q2 | $529K | Buy |
17,506
+870
| +5% | +$26.3K | 0.22% | 55 |
|
|
2020
Q1 | $485K | Buy |
16,636
+147
| +0.9% | +$4.29K | 0.23% | 55 |
|
|
2019
Q4 | $644K | Sell |
16,489
-826
| -5% | -$32.3K | 0.27% | 49 |
|
|
2019
Q3 | $655K | Buy |
17,315
+333
| +2% | +$12.6K | 0.31% | 45 |
|
|
2019
Q2 | $575K | Sell |
16,982
-58
| -0.3% | -$1.96K | 0.28% | 50 |
|
|
2019
Q1 | $534K | Sell |
17,040
-140
| -0.8% | -$4.39K | 0.26% | 50 |
|
|
2018
Q4 | $490K | Buy |
+17,180
| New | +$490K | 0.26% | 49 |
|