9258 Wealth Management, LLC
- SEC CIK
- 0001766506
- Latest filing
- Nov 12, 2024
T holding history
AT&T Inc. in every 13F filed by 9258 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 Q3 2024 holdings
- Shares (Q3 2024)
- 39,822
- Value
- $876.1K
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 39,822 | $876.1K | 0.1% | +74+0.2% | Added | Holders |
| Q2 2024 | 39,748 | $759.6K | 0.1% | +270+0.7% | Added | Holders |
| Q1 2024 | 39,478 | $694.8K | 0.1% | −425−1.1% | Reduced | Holders |
| Q4 2023 | 39,903 | $669.6K | 0.1% | −813−2.0% | Reduced | Holders |
| Q3 2023 | 40,716 | $611.6K | 0.1% | +6,358+18.5% | Added | Holders |
| Q2 2023 | 34,358 | $548.0K | 0.1% | −2,616−7.1% | Reduced | Holders |
| Q1 2023 | 36,974 | $711.7K | 0.1% | −685−1.8% | Reduced | Holders |
| Q4 2022 | 37,659 | $693.3K | 0.2% | −3,007−7.4% | Reduced | Holders |
| Q3 2022 | 40,666 | $624.0K | 0.2% | +73+0.2% | Added | Holders |
| Q2 2022 | 40,593 | $851.0K | 0.2% | +1,732+4.5% | Added | Holders |
| Q1 2022 | 38,861 | $918.0K | 0.2% | −888−2.2% | Reduced | Holders |
| Q4 2021 | 39,749 | $978.0K | 0.2% | −6,103−13.3% | Reduced | Holders |
| Q3 2021 | 45,852 | $1.24M | 0.3% | −297−0.6% | Reduced | Holders |
| Q2 2021 | 46,149 | $1.33M | 0.4% | +720+1.6% | Added | Holders |
| Q1 2021 | 45,429 | $1.38M | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.