Capital Advisors Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $826K | Buy |
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|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $180K | Sell |
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|
2023
Q2 | $194K | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $194K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $248K | Buy |
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