Walled Lake Planning & Wealth Management’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,572
-28
| -2% | -$6.67K | 0.12% | 90 |
|
|
2025
Q1 | $427K | Sell |
1,600
-233
| -13% | -$62.1K | 0.15% | 79 |
|
|
2024
Q4 | $405K | Buy |
1,833
+6
| +0.3% | +$1.32K | 0.15% | 84 |
|
|
2024
Q3 | $377K | Buy |
1,827
+4
| +0.2% | +$826 | 0.14% | 85 |
|
|
2024
Q2 | $321K | Sell |
1,823
-3
| -0.2% | -$528 | 0.13% | 88 |
|
|
2024
Q1 | $298K | Buy |
1,826
+9
| +0.5% | +$1.47K | 0.12% | 86 |
|
|
2023
Q4 | $291K | Buy |
1,817
+57
| +3% | +$9.14K | 0.14% | 80 |
|
|
2023
Q3 | $246K | Buy |
1,760
+89
| +5% | +$12.5K | 0.12% | 80 |
|
|
2023
Q2 | $232K | Buy |
1,671
+18
| +1% | +$2.5K | 0.11% | 83 |
|
|
2023
Q1 | $239K | Buy |
+1,653
| New | +$239K | 0.13% | 74 |
|
|
2022
Q3 | – | Sell |
-1,493
| Closed | -$201K | – | 81 |
|
|
2022
Q2 | $201K | Buy |
+1,493
| New | +$201K | 0.14% | 71 |
|
|
2022
Q1 | – | Sell |
-3,887
| Closed | -$451K | – | 102 |
|
|
2021
Q4 | $451K | Hold |
3,887
| – | – | 0.26% | 49 |
|
|
2021
Q3 | $497K | Hold |
3,887
| – | – | 0.31% | 45 |
|
|
2021
Q2 | $563K | Hold |
3,887
| – | – | 0.37% | 40 |
|
|
2021
Q1 | $487K | Hold |
3,887
| – | – | 0.34% | 43 |
|
|
2020
Q4 | $524K | Hold |
3,887
| – | – | 0.4% | 38 |
|
|
2020
Q3 | $445K | Hold |
3,887
| – | – | 0.36% | 38 |
|
|
2020
Q2 | $405K | Hold |
3,887
| – | – | 0.34% | 37 |
|
|
2020
Q1 | $326K | Hold |
3,887
| – | – | 0.3% | 39 |
|
|
2019
Q4 | $305K | Buy |
+3,887
| New | +$305K | 0.22% | 47 |
|