WR Wealth Planners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $497K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $368K | Buy |
|
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $297K | Sell |
|
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $365K | Buy |
|