Beverly Hills Private Wealth’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 | $1.29M | Sell |
44,561
-1,774
| -4% | -$51.3K | 0.24% | 110 |
|
|
2025
Q1 | $1.31M | Buy |
46,335
+3,307
| +8% | +$93.5K | 0.26% | 101 |
|
|
2024
Q4 | $980K | Buy |
43,028
+21,825
| +103% | +$497K | 0.2% | 120 |
|
|
2024
Q3 | $466K | Sell |
21,203
-2,357
| -10% | -$51.9K | 0.09% | 198 |
|
|
2024
Q2 | $450K | Sell |
23,560
-1,879
| -7% | -$35.9K | 0.1% | 197 |
|
|
2024
Q1 | $448K | Buy |
25,439
+14,851
| +140% | +$261K | 0.1% | 212 |
|
|
2023
Q4 | $178K | Sell |
10,588
-3,581
| -25% | -$60.1K | 0.05% | 324 |
|
|
2023
Q3 | $213K | Sell |
14,169
-43,783
| -76% | -$658K | 0.06% | 271 |
|
|
2023
Q2 | $811K | Buy |
57,952
+26,256
| +83% | +$368K | 0.13% | 164 |
|
|
2023
Q1 | $610K | Buy |
31,696
+4,630
| +17% | +$89.1K | 0.19% | 119 |
|
|
2022
Q4 | $498K | Buy |
+27,066
| New | +$498K | 0.22% | 111 |
|