XWM
Xcel Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
56,249
-11,811
| -17% | -$342K | 0.46% | 52 |
|
|
2025
Q1 | $1.92M | Sell |
68,060
-2,934
| -4% | -$83K | 0.6% | 42 |
|
|
2024
Q4 | $1.62M | Sell |
70,994
-929
| -1% | -$21.2K | 0.45% | 44 |
|
|
2024
Q3 | $1.58M | Sell |
71,923
-570
| -0.8% | -$12.5K | 0.46% | 47 |
|
|
2024
Q2 | $1.39M | Sell |
72,493
-23,388
| -24% | -$447K | 0.43% | 48 |
|
|
2024
Q1 | $1.69M | Sell |
95,881
-13,797
| -13% | -$243K | 0.53% | 45 |
|
|
2023
Q4 | $1.84M | Sell |
109,678
-112,570
| -51% | -$1.89M | 0.65% | 42 |
|
|
2023
Q3 | $3.34M | Sell |
222,248
-125,879
| -36% | -$1.89M | 1.32% | 23 |
|
|
2023
Q2 | $5.55M | Sell |
348,127
-11,875
| -3% | -$189K | 1.75% | 17 |
|
|
2023
Q1 | $6.93M | Sell |
360,002
-2,685
| -0.7% | -$51.7K | 2.44% | 12 |
|
|
2022
Q4 | $6.68M | Buy |
362,687
+77,450
| +27% | +$1.43M | 2.63% | 12 |
|
|
2022
Q3 | $4.38M | Sell |
285,237
-6,586
| -2% | -$101K | 1.63% | 18 |
|
|
2022
Q2 | $6.12M | Buy |
291,823
+190,011
| +187% | +$3.98M | 2.23% | 14 |
|
|
2022
Q1 | $2.41M | Buy |
101,812
+7,842
| +8% | +$185K | 0.66% | 46 |
|
|
2021
Q4 | $2.31M | Sell |
93,970
-107,469
| -53% | -$2.64M | 0.59% | 52 |
|
|
2021
Q3 | $5.44M | Sell |
201,439
-156,395
| -44% | -$4.22M | 1.58% | 20 |
|
|
2021
Q2 | $10.3M | Buy |
357,834
+231,198
| +183% | +$6.65M | 3.11% | 5 |
|
|
2021
Q1 | $3.83M | Buy |
126,636
+25,538
| +25% | +$773K | 1.37% | 25 |
|
|
2020
Q4 | $2.91M | Buy |
101,098
+2,313
| +2% | +$66.5K | 1.25% | 26 |
|
|
2020
Q3 | $2.82M | Buy |
98,785
+25,767
| +35% | +$735K | 1.45% | 23 |
|
|
2020
Q2 | $2.21M | Sell |
73,018
-784
| -1% | -$23.7K | 1.37% | 24 |
|
|
2020
Q1 | $2.15M | Sell |
73,802
-52,321
| -41% | -$1.52M | 1.94% | 20 |
|
|
2019
Q4 | $4.93M | Buy |
126,123
+512
| +0.4% | +$20K | 4.09% | 8 |
|
|
2019
Q3 | $4.75M | Sell |
125,611
-16,665
| -12% | -$631K | 4.4% | 6 |
|
|
2019
Q2 | $4.77M | Buy |
142,276
+753
| +0.5% | +$25.2K | 4.67% | 4 |
|
|
2019
Q1 | $4.44M | Sell |
141,523
-7,336
| -5% | -$230K | 4.58% | 6 |
|
|
2018
Q4 | $4.25M | Buy |
+148,859
| New | +$4.25M | 5.2% | 5 |
|