Capital Advisors 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 | $652K | Buy |
22,546
+241
| +1% | +$6.98K | 0.1% | 98 |
|
|
2025
Q1 | $631K | Buy |
22,305
+639
| +3% | +$18.1K | 0.11% | 92 |
|
|
2024
Q4 | $493K | Buy |
21,666
+2,464
| +13% | +$56.1K | 0.09% | 92 |
|
|
2024
Q3 | $422K | Buy |
19,202
+321
| +2% | +$7.06K | 0.08% | 104 |
|
|
2024
Q2 | $361K | Buy |
18,881
+219
| +1% | +$4.19K | 0.07% | 109 |
|
|
2024
Q1 | $328K | Buy |
18,662
+3,958
| +27% | +$69.7K | 0.07% | 110 |
|
|
2023
Q4 | $247K | Buy |
14,704
+2,690
| +22% | +$45.1K | 0.06% | 125 |
|
|
2023
Q3 | $180K | Sell |
12,014
-142
| -1% | -$2.13K | 0.05% | 129 |
|
|
2023
Q2 | $194K | Buy |
12,156
+1,085
| +10% | +$17.3K | 0.05% | 131 |
|
|
2023
Q1 | $213K | Buy |
11,071
+542
| +5% | +$10.4K | 0.06% | 126 |
|
|
2022
Q4 | $194K | Buy |
+10,529
| New | +$194K | 0.06% | 123 |
|
|
2022
Q2 | – | Sell |
-12,168
| Closed | -$217K | – | 127 |
|
|
2022
Q1 | $217K | Buy |
+12,168
| New | +$217K | 0.07% | 114 |
|
|
2021
Q2 | – | Sell |
-10,849
| Closed | -$248K | – | 99 |
|
|
2021
Q1 | $248K | Buy |
+10,849
| New | +$248K | 0.11% | 81 |
|