WRPWM
Werba Rubin Papier Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
23,491
+667
| +3% | +$19.3K | 0.13% | 94 |
|
|
2025
Q1 | $645K | Sell |
22,824
-139
| -0.6% | -$3.93K | 0.14% | 88 |
|
|
2024
Q4 | $523K | Buy |
22,963
+372
| +2% | +$8.47K | 0.12% | 99 |
|
|
2024
Q3 | $497K | Buy |
22,591
+1,172
| +5% | +$25.8K | 0.12% | 102 |
|
|
2024
Q2 | $409K | Buy |
21,419
+2,058
| +11% | +$39.3K | 0.11% | 102 |
|
|
2024
Q1 | $341K | Buy |
+19,361
| New | +$341K | 0.1% | 99 |
|
|
2023
Q3 | – | Sell |
-19,608
| Closed | -$313K | – | 133 |
|
|
2023
Q2 | $313K | Buy |
+19,608
| New | +$313K | 0.11% | 83 |
|