A detailed history of Smallwood Wealth Investment Management, LLC transactions in At&T Inc. stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 28,368 shares of T stock, worth $645,372. This represents 0.46% of its overall portfolio holdings.

Number of Shares
28,368
Previous 29,699 4.48%
Holding current value
$645,372
Previous $567,000 10.05%
% of portfolio
0.46%
Previous 0.45%

Shares

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

Oct 16, 2024

SELL
$18.21 - $22.28 $24,237 - $29,654
-1,331 Reduced 4.48%
28,368 $624,000
Q2 2024

Jul 26, 2024

SELL
$16.09 - $19.11 $37,039 - $43,991
-2,302 Reduced 7.19%
29,699 $567,000
Q1 2024

Apr 24, 2024

SELL
$16.23 - $18.04 $5,274 - $5,863
-325 Reduced 1.01%
32,001 $563,000
Q4 2023

Jan 23, 2024

SELL
$14.32 - $17.22 $13,031 - $15,670
-910 Reduced 2.74%
32,326 $542,000
Q3 2023

Oct 31, 2023

BUY
$13.45 - $16.12 $36,288 - $43,491
2,698 Added 8.83%
33,236 $499,000
Q2 2023

Jul 17, 2023

BUY
$15.15 - $19.96 $257 - $339
17 Added 0.06%
30,538 $487,000
Q1 2023

Apr 25, 2023

SELL
$18.13 - $20.42 $70,561 - $79,474
-3,892 Reduced 11.31%
30,521 $587,000
Q4 2022

Feb 14, 2023

SELL
$14.76 - $19.3 $11,763 - $15,382
-797 Reduced 2.26%
34,413 $633,000
Q3 2022

Nov 14, 2022

SELL
$15.34 - $23.1 $9,188 - $13,836
-599 Reduced 1.67%
35,210 $540,000
Q2 2022

Aug 08, 2022

BUY
$17.92 - $21.32 $67,845 - $80,717
3,786 Added 11.82%
35,809 $751,000
Q1 2022

Apr 21, 2022

BUY
$17.29 - $20.63 $12,396 - $14,791
717 Added 2.29%
32,023 $757,000
Q4 2021

Apr 05, 2022

BUY
$16.74 - $20.66 $524,062 - $646,781
31,306 New
31,306 $770,000

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 $162B
  • 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 Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment 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 Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.