BT Wealth Management LLC
- SEC CIK
- 0001767863
- Latest filing
- Jul 26, 2022
T holding history
AT&T Inc. in every 13F filed by BT 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 Q2 2022 holdings
- Shares (Q2 2022)
- 20,282
- Value
- $425.0K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 20,282 | $425.0K | 0.1% | −719−3.4% | Reduced | Holders |
| Q1 2022 | 21,001 | $496.0K | 0.1% | −250−1.2% | Reduced | Holders |
| Q4 2021 | 21,251 | $523.0K | 0.1% | +5,498+34.9% | Added | Holders |
| Q3 2021 | 15,753 | $425.0K | 0.1% | −15,000−48.8% | Reduced | Holders |
| Q2 2021 | 30,753 | $885.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2021 | 30,753 | $931.0K | 0.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.