APP
Avantax Planning Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
54,847
+9,184
| +20% | +$266K | 0.05% | 150 |
|
|
2025
Q1 | $1.29M | Sell |
45,663
-1,592
| -3% | -$45K | 0.05% | 163 |
|
|
2024
Q4 | $1.08M | Sell |
47,255
-3,249
| -6% | -$74K | 0.04% | 179 |
|
|
2024
Q3 | $1.11M | Sell |
50,504
-15,021
| -23% | -$330K | 0.04% | 175 |
|
|
2024
Q2 | $1.25M | Buy |
65,525
+11,168
| +21% | +$213K | 0.04% | 190 |
|
|
2024
Q1 | $957K | Buy |
54,357
+15,870
| +41% | +$279K | 0.03% | 214 |
|
|
2023
Q4 | $646K | Sell |
38,487
-2,980
| -7% | -$50K | 0.02% | 212 |
|
|
2023
Q3 | $623K | Sell |
41,467
-6,463
| -13% | -$97.1K | 0.03% | 205 |
|
|
2023
Q2 | $764K | Buy |
47,930
+1,039
| +2% | +$16.6K | 0.03% | 191 |
|
|
2023
Q1 | $903K | Sell |
46,891
-1,781
| -4% | -$34.3K | 0.04% | 177 |
|
|
2022
Q4 | $896K | Sell |
48,672
-1,910
| -4% | -$35.2K | 0.04% | 177 |
|
|
2022
Q3 | $776K | Sell |
50,582
-722
| -1% | -$11.1K | 0.04% | 177 |
|
|
2022
Q2 | $1.08M | Sell |
51,304
-18,023
| -26% | -$378K | 0.05% | 146 |
|
|
2022
Q1 | $1.64M | Sell |
69,327
-12,578
| -15% | -$297K | 0.07% | 117 |
|
|
2021
Q4 | $2.02M | Sell |
81,905
-30,759
| -27% | -$757K | 0.08% | 102 |
|
|
2021
Q3 | $3.04M | Sell |
112,664
-3,101
| -3% | -$83.8K | 0.14% | 61 |
|
|
2021
Q2 | $3.33M | Buy |
115,765
+5,495
| +5% | +$158K | 0.16% | 57 |
|
|
2021
Q1 | $3.34M | Buy |
110,270
+346
| +0.3% | +$10.5K | 0.17% | 49 |
|
|
2020
Q4 | $3.16M | Sell |
109,924
-18,900
| -15% | -$543K | 0.16% | 49 |
|
|
2020
Q3 | $3.67M | Sell |
128,824
-7,628
| -6% | -$217K | 0.19% | 45 |
|
|
2020
Q2 | $4.13M | Sell |
136,452
-3,181
| -2% | -$96.2K | 0.23% | 39 |
|
|
2020
Q1 | $4.07M | Sell |
139,633
-16,609
| -11% | -$484K | 0.28% | 29 |
|
|
2019
Q4 | $6.11M | Sell |
156,242
-2,675
| -2% | -$105K | 0.36% | 18 |
|
|
2019
Q3 | $6.01M | Buy |
158,917
+880
| +0.6% | +$33.3K | 0.37% | 15 |
|
|
2019
Q2 | $5.41M | Buy |
158,037
+5,735
| +4% | +$196K | 0.35% | 21 |
|
|
2019
Q1 | $4.78M | Buy |
152,302
+50,543
| +50% | +$1.58M | 0.33% | 24 |
|
|
2018
Q4 | $2.9M | Sell |
101,759
-30,530
| -23% | -$871K | 0.22% | 44 |
|
|
2018
Q3 | $4.44M | Sell |
132,289
-177
| -0.1% | -$5.94K | 0.36% | 20 |
|
|
2018
Q2 | $4.25M | Buy |
132,466
+14,137
| +12% | +$454K | 0.38% | 19 |
|
|
2018
Q1 | $4.22M | Buy |
118,329
+13,545
| +13% | +$483K | 0.36% | 22 |
|
|
2017
Q4 | $4.07M | Sell |
104,784
-44,000
| -30% | -$1.71M | 0.37% | 21 |
|
|
2017
Q3 | $5.83M | Buy |
148,784
+945
| +0.6% | +$37K | 0.46% | 17 |
|
|
2017
Q2 | $5.58M | Buy |
147,839
+8,499
| +6% | +$321K | 0.47% | 17 |
|
|
2017
Q1 | $5.79M | Buy |
139,340
+9,599
| +7% | +$399K | 0.52% | 17 |
|
|
2016
Q4 | $5.52M | Buy |
+129,741
| New | +$5.52M | 0.59% | 14 |
|