WWA
WCG Wealth Advisors’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Sell |
47,585
-2,830
| -6% | -$81.9K | 0.09% | 190 |
|
2025
Q1 | $1.43M | Sell |
50,415
-6,198
| -11% | -$175K | 0.11% | 168 |
|
2024
Q4 | $1.29M | Sell |
56,613
-2,668
| -5% | -$60.7K | 0.09% | 185 |
|
2024
Q3 | $1.3M | Sell |
59,281
-557
| -0.9% | -$12.3K | 0.09% | 196 |
|
2024
Q2 | $1.14M | Buy |
59,838
+7,438
| +14% | +$142K | 0.08% | 186 |
|
2024
Q1 | $922K | Sell |
52,400
-11,214
| -18% | -$197K | 0.08% | 190 |
|
2023
Q4 | $1.07M | Sell |
63,614
-13,460
| -17% | -$226K | 0.08% | 198 |
|
2023
Q3 | $1.17M | Buy |
77,074
+51,412
| +200% | +$783K | 0.09% | 186 |
|
2023
Q2 | $409K | Buy |
+25,662
| New | +$409K | 0.05% | 143 |
|
2022
Q4 | – | Sell |
-16,528
| Closed | -$256K | – | 261 |
|
2022
Q3 | $256K | Sell |
16,528
-3,605
| -18% | -$55.8K | 0.03% | 242 |
|
2022
Q2 | $422K | Buy |
+20,133
| New | +$422K | 0.06% | 182 |
|