Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
T holding history
AT&T Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
T overviewAll 13F holders of TFull Q4 2024 holdings
- Shares (Q4 2024)
- 42,724
- Value
- $972.8K
- % of portfolio
- 0.1%
- Quarters held
- 16
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 42,724 | $972.8K | 0.1% | +327+0.8% | Added | Holders |
| Q3 2024 | 42,397 | $932.7K | 0.1% | +13,017+44.3% | Added | Holders |
| Q2 2024 | 29,380 | $561.4K | 0.1% | +788+2.8% | Added | Holders |
| Q1 2024 | 28,592 | $500.4K | <0.1% | +572+2.0% | Added | Holders |
| Q4 2023 | 28,020 | $470.2K | <0.1% | −1,609−5.4% | Reduced | Holders |
| Q3 2023 | 29,629 | $445.0K | <0.1% | +119+0.4% | Added | Holders |
| Q2 2023 | 29,510 | $470.7K | <0.1% | +1,948+7.1% | Added | Holders |
| Q1 2023 | 27,562 | $530.6K | 0.1% | +4,270+18.3% | Added | Holders |
| Q4 2022 | 23,292 | $428.8K | 0.1% | +22,937+6,461.1% | Added | Holders |
| Q3 2022 | 355 | $355.0K | 0.1% | −23,418−98.5% | Reduced | Holders |
| Q2 2022 | 23,773 | $498.0K | 0.1% | −2,390−9.1% | Reduced | Holders |
| Q1 2022 | 26,163 | $618.0K | 0.1% | +2,664+11.3% | Added | Holders |
| Q4 2021 | 23,499 | $578.0K | 0.1% | −992−4.1% | Reduced | Holders |
| Q3 2021 | 24,491 | $661.0K | 0.1% | −1,496−5.8% | Reduced | Holders |
| Q2 2021 | 25,987 | $747.0K | 0.1% | +52+0.2% | Added | Holders |
| Q1 2021 | 25,935 | $785.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.