WAM
Worth Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
13,700
-65,036
| -83% | -$1.88M | 0.2% | 79 |
|
|
2025
Q1 | $2.23M | Buy |
78,736
+66,641
| +551% | +$1.88M | 1.22% | 19 |
|
|
2024
Q4 | $275K | Buy |
12,095
+265
| +2% | +$6.03K | 0.15% | 104 |
|
|
2024
Q3 | $260K | Sell |
11,830
-779
| -6% | -$17.1K | 0.14% | 106 |
|
|
2024
Q2 | $241K | Sell |
12,609
-637
| -5% | -$12.2K | 0.14% | 110 |
|
|
2024
Q1 | $233K | Sell |
13,246
-134,224
| -91% | -$2.36M | 0.14% | 102 |
|
|
2023
Q4 | $2.47M | Buy |
+147,470
| New | +$2.47M | 1.77% | 13 |
|
|
2023
Q3 | – | Sell |
-7,105
| Closed | -$113K | – | 389 |
|
|
2023
Q2 | $113K | Sell |
7,105
-417
| -6% | -$6.65K | 0.09% | 128 |
|
|
2023
Q1 | $145K | Buy |
7,522
+605
| +9% | +$11.6K | 0.11% | 104 |
|
|
2022
Q4 | $127K | Buy |
6,917
+4,006
| +138% | +$73.8K | 0.09% | 99 |
|
|
2022
Q3 | $45K | Sell |
2,911
-38,594
| -93% | -$597K | 0.03% | 153 |
|
|
2022
Q2 | $870K | Buy |
41,505
+29,988
| +260% | +$629K | 0.59% | 32 |
|
|
2022
Q1 | $228K | Buy |
+11,517
| New | +$228K | 0.15% | 68 |
|