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