A detailed history of Congress Wealth Management LLC transactions in At&T Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 197,047 shares of T stock, worth $4.53 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
197,047
Previous 148,018 33.12%
Holding current value
$4.53 Million
Previous $2.83 Million 53.29%
% of portfolio
0.06%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$18.21 - $22.28 $892,818 - $1.09 Million
49,029 Added 33.12%
197,047 $4.34 Million
Q2 2024

Aug 13, 2024

BUY
$16.09 - $19.11 $2.01 Million - $2.39 Million
124,979 Added 542.47%
148,018 $2.83 Million
Q1 2024

Apr 18, 2024

SELL
$16.23 - $18.04 $230,823 - $256,564
-14,222 Reduced 38.17%
23,039 $405,000
Q4 2023

Feb 09, 2024

BUY
$14.32 - $17.22 $114,989 - $138,276
8,030 Added 27.47%
37,261 $625,000
Q3 2023

Oct 30, 2023

BUY
$13.45 - $16.12 $109,456 - $131,184
8,138 Added 38.58%
29,231 $439,000
Q2 2023

Jul 13, 2023

BUY
$15.15 - $19.96 $2,484 - $3,273
164 Added 0.78%
21,093 $336,000
Q1 2023

Apr 14, 2023

SELL
$18.13 - $20.42 $16,208 - $18,255
-894 Reduced 4.1%
20,929 $402,000
Q4 2022

Feb 02, 2023

BUY
$14.76 - $19.3 $18,154 - $23,739
1,230 Added 5.97%
21,823 $401,000
Q3 2022

Nov 08, 2022

SELL
$15.34 - $23.1 $28,363 - $42,711
-1,849 Reduced 8.24%
20,593 $315,000
Q2 2022

Aug 11, 2022

SELL
$17.92 - $21.32 $72,880 - $86,708
-4,067 Reduced 15.34%
22,442 $471,000
Q1 2022

May 16, 2022

SELL
$17.29 - $20.63 $419,835 - $500,937
-24,282 Reduced 47.81%
26,509 $626,000
Q4 2021

Feb 04, 2022

BUY
$16.74 - $20.66 $850,241 - $1.05 Million
50,791 New
50,791 $1.25 Million

Others Institutions Holding T

About AT&T INC.


  • Ticker T
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 7,126,000,128
  • Market Cap $164B
  • Description
  • AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying cases and hands-free devices through its own company-owned stores, agents, and third-party retail...
More about T
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.