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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

T holding history

AT&T Inc. in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings

Shares (Q1 2024)
13,517
Value
$226.1K
% of portfolio
0.1%
Quarters held
6
Since Q4 2021
Holdings of T by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202413,517$226.1K0.1%−329−2.4%ReducedHolders
Q4 202313,846$232.3K0.1%−83−0.6%ReducedHolders
Q3 202313,929$209.2K0.1%+3,771+37.1%AddedHolders
Q2 202310,158$162.0K0.1%+10,158NewHolders
Q1 20230$00.0%−10,413−100.0%Sold outHolders
Q4 202210,413$191.7K0.1%+10,413NewHolders
Q1 20220$00.0%−8,834−100.0%Sold outHolders
Q4 20218,834$217.0K0.1%–No prior filingHolders