Avidian Wealth Enterprises’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
$1.99M Buy
68,873
+2,967
+5% +$85.9K 0.08% 129
2025
Q1
$1.86M Buy
65,906
+8,882
+16% +$251K 0.08% 130
2024
Q4
$1.3M Sell
57,024
-861
-1% -$19.6K 0.06% 158
2024
Q3
$1.27M Sell
57,885
-2,155
-4% -$47.4K 0.06% 152
2024
Q2
$1.15M Buy
60,040
+3,153
+6% +$60.3K 0.05% 160
2024
Q1
$1M Buy
56,887
+3,883
+7% +$68.3K 0.05% 155
2023
Q4
$889K Sell
53,004
-1,083
-2% -$18.2K 0.05% 179
2023
Q3
$812K Sell
54,087
-2,278
-4% -$34.2K 0.06% 188
2023
Q2
$899K Sell
56,365
-6,040
-10% -$96.3K 0.06% 191
2023
Q1
$1.2M Buy
62,405
+21,161
+51% +$407K 0.07% 176
2022
Q4
$759K Buy
41,244
+4,567
+12% +$84.1K 0.05% 212
2022
Q3
$563K Sell
36,677
-1,836
-5% -$28.2K 0.04% 220
2022
Q2
$807K Sell
38,513
-22,019
-36% -$461K 0.06% 191
2022
Q1
$1.08M Buy
60,532
+2,606
+4% +$46.5K 0.07% 177
2021
Q4
$1.08M Sell
57,926
-19,633
-25% -$365K 0.07% 173
2021
Q3
$1.58M Buy
77,559
+9,562
+14% +$195K 0.12% 99
2021
Q2
$1.48M Sell
67,997
-4,838
-7% -$105K 0.11% 105
2021
Q1
$1.67M Buy
72,835
+972
+1% +$22.2K 0.14% 88
2020
Q4
$1.56M Sell
71,863
-3,391
-5% -$73.7K 0.15% 89
2020
Q3
$1.62M Buy
75,254
+24,232
+47% +$522K 0.18% 80
2020
Q2
$1.17M Buy
51,022
+6,189
+14% +$141K 0.16% 83
2020
Q1
$987K Buy
44,833
+4,369
+11% +$96.2K 0.16% 72
2019
Q4
$1.19M Sell
40,464
-1,909
-5% -$56.3K 0.17% 58
2019
Q3
$1.21M Buy
+42,373
New +$1.21M 0.2% 47
2015
Q1
Sell
-10,466
Closed -$266K 46
2014
Q4
$266K Buy
+10,466
New +$266K 0.11% 29
2014
Q1
Sell
-8,492
Closed -$232K 24
2013
Q4
$232K Buy
+8,492
New +$232K 0.21% 26