Capstone Wealth Management, LLC T Holdings History
Number of Shares
7,099.00
Current Holdings Value*
$200,770.00
% of Portfolio
0.2%
Total Estimate Gain
$23,142.74
% of Total Estimate Gain
12.96%
Capstone Wealth Management, LLC's AT&T Inc Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 7,099.00 shares of AT&T Inc(T), totaling $200,770.00. This investment constitutes 0.2% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0% of the outstanding AT&T Inc(T) stock.
The initial trade took place in 2025Q1. And since then Capstone Wealth Management, LLC has made 1 purchases of T, at an average price of $25.15, for a total of 7,099.00 shares. Based on historical transaction data and T's current price of $28.41, Capstone Wealth Management, LLC's estimated gain on his T holdings is $23,142.74, reflecting a 12.96% gain to date.
Capstone Wealth Management, LLC T ($28.41) Holding Chart
Capstone Wealth Management, LLC T ($28.41) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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