AWA
Amplius Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
15,100
-124
| -0.8% | -$3.59K | 0.04% | 131 |
|
|
2025
Q1 | $431K | Buy |
15,224
+2,342
| +18% | +$66.2K | 0.04% | 119 |
|
|
2024
Q4 | $293K | Buy |
12,882
+994
| +8% | +$22.6K | 0.03% | 137 |
|
|
2024
Q3 | $262K | Buy |
+11,888
| New | +$262K | 0.03% | 145 |
|
|
2024
Q2 | – | Sell |
-75,802
| Closed | -$1.33M | – | 181 |
|
|
2024
Q1 | $1.33M | Sell |
75,802
-140
| -0.2% | -$2.46K | 0.15% | 62 |
|
|
2023
Q4 | $1.27M | Buy |
75,942
+392
| +0.5% | +$6.58K | 0.15% | 59 |
|
|
2023
Q3 | $1.13M | Buy |
75,550
+1,038
| +1% | +$15.6K | 0.15% | 62 |
|
|
2023
Q2 | $1.19M | Sell |
74,512
-444
| -0.6% | -$7.08K | 0.16% | 62 |
|
|
2023
Q1 | $1.44M | Buy |
74,956
+824
| +1% | +$15.9K | 0.21% | 57 |
|
|
2022
Q4 | $1.36M | Buy |
74,132
+1,258
| +2% | +$23.2K | 0.22% | 56 |
|
|
2022
Q3 | $1.12M | Sell |
72,874
-1,632
| -2% | -$25K | 0.2% | 55 |
|
|
2022
Q2 | $1.56M | Buy |
74,506
+57,905
| +349% | +$1.21M | 0.25% | 51 |
|
|
2022
Q1 | $392K | Buy |
16,601
+1,699
| +11% | +$40.1K | 0.06% | 115 |
|
|
2021
Q4 | $366K | Buy |
+14,902
| New | +$366K | 0.05% | 134 |
|