AllSquare Wealth Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
8,045
+1,846
+30% +$52.4K 0.12% 103
2025
Q2
$179K Buy
6,199
+495
+9% +$13.6K 0.1% 113
2025
Q1
$161K Buy
5,704
+378
+7% +$9.51K 0.1% 119
2024
Q4
$121K Sell
5,326
-64
-1% -$1.44K 0.07% 136
2024
Q3
$119K Hold
5,390
0.07% 142
2024
Q2
$103K Hold
5,390
0.06% 141
2024
Q1
$94.9K Hold
5,390
0.06% 156
2023
Q4
$90.4K Sell
5,390
-205
-4% -$3.24K 0.06% 155
2023
Q3
$84K Sell
5,595
-3,250
-37% -$47.6K 0.05% 156
2023
Q2
$138K Hold
8,845
0.09% 119
2023
Q1
$170K Sell
8,845
-771
-8% -$14.7K 0.11% 104
2022
Q4
$177K Hold
9,616
0.12% 97
2022
Q3
$148K Sell
9,616
-2,143
-18% -$39K 0.11% 102
2022
Q2
$246K Sell
11,759
-3,810
-24% -$76K 0.17% 81
2022
Q1
$278K Sell
15,569
-258
-2% -$4.77K 0.17% 81
2021
Q4
$294K Sell
15,827
-530
-3% -$9.91K 0.17% 75
2021
Q3
$334K Sell
16,357
-1,986
-11% -$41.7K 0.2% 66
2021
Q2
$399K Sell
18,343
-5,672
-24% -$129K 0.23% 56
2021
Q1
$549K Sell
24,015
-1,461
-6% -$32.3K 0.34% 38
2020
Q4
$553K Sell
25,476
-1,064
-4% -$22.9K 0.37% 36
2020
Q3
$571K Buy
26,540
+2,384
+10% +$53.3K 0.42% 34
2020
Q2
$552K Buy
24,156
+909
+4% +$20.7K 0.42% 34
2020
Q1
$512K Buy
23,247
+552
+2% +$15.1K 0.45% 32
2019
Q4
$670K Hold
22,695
0.47% 29
2019
Q3
$649K Sell
22,695
-595
-3% -$15.8K 0.48% 28
2019
Q2
$589K Sell
23,290
-302
-1% -$7.24K 0.44% 32
2019
Q1
$559K Sell
23,592
-1,960
-8% -$45.1K 0.42% 35
2018
Q4
$551K Sell
25,552
-1,497
-6% -$34.8K 0.46% 31
2018
Q3
$686K Buy
27,049
+1,328
+5% +$32.5K 0.51% 27
2018
Q2
$624K Buy
25,721
+1,624
+7% +$40.8K 0.47% 30
2018
Q1
$649K Sell
24,097
-2,309
-9% -$64.3K 0.51% 27
2017
Q4
$775K Sell
26,406
-3,401
-11% -$92.9K 0.61% 20
2017
Q3
$882K Buy
29,807
+5,354
+22% +$152K 0.72% 16
2017
Q2
$697K Hold
24,453
0.71% 14
2017
Q1
$767K Buy
24,453
+299
+1% +$9.41K 0.67% 18
2016
Q4
$776K Buy
24,154
+123
+0.5% +$3.63K 0.71% 16
2016
Q3
$737K Buy
24,031
+2,427
+11% +$76.7K 0.71% 17
2016
Q2
$705K Hold
21,604
0.7% 17
2016
Q1
$639K Buy
21,604
+80
+0.4% +$2.22K 0.63% 22
2015
Q4
$559K Hold
21,524
0.56% 25
2015
Q3
$530K Buy
21,524
+349
+2% +$8.9K 0.54% 25
2015
Q2
$568K Buy
21,175
+2,184
+12% +$56.4K 0.53% 25
2015
Q1
$468K Buy
18,991
+27
+0.1% +$686 0.45% 25
2014
Q4
$481K Buy
+18,964
New +$492K 0.47% 25

Other funds holding T

AllSquare Wealth Management's T Position: Q3 2025 in Review

AllSquare Wealth Management increased its AT&T (T) stake by 30% in Q3 2025, buying an estimated $52.4K and bringing the position to 8,045 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #103.

AllSquare Wealth Management first reported a position in T in Q4 2014 and has held it in 44 quarters since. The position peaked at $882K in Q3 2017. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • AllSquare Wealth Management held 8,045 shares of AT&T worth $227K as of Q3 2025.
  • AllSquare Wealth Management bought 1,846 AT&T shares in Q3 2025, an estimated $52.4K.
  • AT&T made up 0.12% of AllSquare Wealth Management's portfolio in Q3 2025, its #103 holding.
  • AllSquare Wealth Management first reported a position in AT&T in Q4 2014 and has held it in 44 quarters since.
  • AllSquare Wealth Management's AT&T position peaked at $882K in Q3 2017.
  • 2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.