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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
14,164
+444
+3% +$12.8K 0.18% 72
2025
Q1
$388K Buy
13,720
+4
+0% +$113 0.21% 67
2024
Q4
$312K Sell
13,716
-817
-6% -$18.6K 0.15% 89
2024
Q3
$320K Sell
14,533
-1,552
-10% -$34.1K 0.16% 90
2024
Q2
$307K Sell
16,085
-333
-2% -$6.36K 0.17% 108
2024
Q1
$289K Sell
16,418
-2,844
-15% -$50.1K 0.17% 107
2023
Q4
$323K Buy
19,262
+411
+2% +$6.9K 0.21% 100
2023
Q3
$283K Sell
18,851
-255
-1% -$3.83K 0.21% 102
2023
Q2
$305K Sell
19,106
-1,168
-6% -$18.6K 0.23% 94
2023
Q1
$390K Buy
20,274
+1,359
+7% +$26.2K 0.34% 68
2022
Q4
$348K Buy
18,915
+1,702
+10% +$31.3K 0.31% 79
2022
Q3
$264K Sell
17,213
-1,498
-8% -$23K 0.27% 84
2022
Q2
$392K Sell
18,711
-2,015
-10% -$42.2K 0.42% 47
2022
Q1
$370K Buy
20,726
+1,548
+8% +$27.6K 0.34% 60
2021
Q4
$356K Buy
+19,178
New +$356K 0.36% 64