WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
T holding history
AT&T Inc. in every 13F filed by WR Wealth Planners, 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)
- 21,818
- Value
- $496.8K
- % of portfolio
- 0.2%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 21,818 | $496.8K | 0.2% | +245+1.1% | Added | Holders |
| Q3 2024 | 21,573 | $474.6K | 0.1% | +1,564+7.8% | Added | Holders |
| Q2 2024 | 20,009 | $382.4K | 0.1% | −892−4.3% | Reduced | Holders |
| Q1 2024 | 20,901 | $367.9K | 0.1% | +754+3.7% | Added | Holders |
| Q4 2023 | 20,147 | $338.1K | 0.1% | +351+1.8% | Added | Holders |
| Q3 2023 | 19,796 | $297.3K | 0.1% | −3,152−13.7% | Reduced | Holders |
| Q2 2023 | 22,948 | $366.0K | 0.1% | +1,780+8.4% | Added | Holders |
| Q1 2023 | 21,168 | $407.5K | 0.2% | +5,132+32.0% | Added | Holders |
| Q4 2022 | 16,036 | $295.2K | 0.2% | +213+1.3% | Added | Holders |
| Q3 2022 | 15,823 | $242.7K | 0.2% | +190+1.2% | Added | Holders |
| Q2 2022 | 15,633 | $327.7K | 0.2% | +193+1.3% | Added | Holders |
| Q1 2022 | 15,440 | $364.9K | 0.2% | – | No prior filing | Holders |