Accel Wealth Management’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $409K | Buy |
14,128
+1,547
| +12% | +$44.8K | 0.14% | 161 |
|
2025
Q1 | $356K | Buy |
12,581
+343
| +3% | +$9.7K | 0.13% | 163 |
|
2024
Q4 | $279K | Buy |
12,238
+224
| +2% | +$5.1K | 0.11% | 195 |
|
2024
Q3 | $264K | Buy |
+12,014
| New | +$264K | 0.1% | 197 |
|
2023
Q2 | – | Sell |
-5,964
| Closed | -$115K | – | 778 |
|
2023
Q1 | $115K | Sell |
5,964
-373
| -6% | -$7.18K | 0.05% | 300 |
|
2022
Q4 | $117K | Buy |
6,337
+754
| +14% | +$13.9K | 0.06% | 221 |
|
2022
Q3 | $90K | Sell |
5,583
-189
| -3% | -$3.05K | 0.05% | 264 |
|
2022
Q2 | $119K | Sell |
5,772
-1,918
| -25% | -$39.5K | 0.07% | 210 |
|
2022
Q1 | $139K | Sell |
7,690
-122
| -2% | -$2.21K | 0.07% | 208 |
|
2021
Q4 | $145K | Buy |
7,812
+313
| +4% | +$5.81K | 0.07% | 206 |
|
2021
Q3 | $153K | Sell |
7,499
-1,482
| -17% | -$30.2K | 0.1% | 165 |
|
2021
Q2 | $195K | Buy |
8,981
+940
| +12% | +$20.4K | 0.13% | 152 |
|
2021
Q1 | $184K | Buy |
8,041
+566
| +8% | +$13K | 0.15% | 143 |
|
2020
Q4 | $162K | Buy |
+7,475
| New | +$162K | 0.15% | 145 |
|