Capital Asset Advisory Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $666K | Sell |
25,435
-3,631
| -12% | -$97K | 0.03% | 160 |
|
|
2025
Q4 | $707K | Sell |
29,066
-3,356
| -10% | -$85K | 0.03% | 149 |
|
|
2025
Q3 | $916K | Sell |
32,422
-3,765
| -10% | -$107K | 0.04% | 141 |
|
|
2025
Q2 | $1.05M | Sell |
36,187
-15,223
| -30% | -$420K | 0.05% | 133 |
|
|
2025
Q1 | $1.45M | Sell |
51,410
-78,612
| -60% | -$1.98M | 0.07% | 121 |
|
|
2024
Q4 | $2.95M | Buy |
130,022
+2,768
| +2% | +$62.3K | 0.15% | 90 |
|
|
2024
Q3 | $2.78M | Buy |
127,254
+2,570
| +2% | +$51.1K | 0.14% | 94 |
|
|
2024
Q2 | $2.34M | Sell |
124,684
-45,785
| -27% | -$796K | 0.13% | 101 |
|
|
2024
Q1 | $2.97M | Buy |
170,469
+17,295
| +11% | +$295K | 0.17% | 76 |
|
|
2023
Q4 | $2.57M | Buy |
153,174
+20,240
| +15% | +$320K | 0.16% | 80 |
|
|
2023
Q3 | $1.96M | Buy |
132,934
+23,407
| +21% | +$343K | 0.13% | 89 |
|
|
2023
Q2 | $1.59M | Buy |
109,527
+6,409
| +6% | +$109K | 0.11% | 98 |
|
|
2023
Q1 | $1.99M | Buy |
103,118
+18,409
| +22% | +$352K | 0.15% | 81 |
|
|
2022
Q4 | $1.58M | Buy |
84,709
+19,964
| +31% | +$357K | 0.13% | 89 |
|
|
2022
Q3 | $993K | Buy |
64,745
+11,917
| +23% | +$217K | 0.13% | 89 |
|
|
2022
Q2 | $1.11M | Buy |
52,828
+1,012
| +2% | +$20.2K | 0.12% | 110 |
|
|
2022
Q1 | $925K | Buy |
51,816
+1,484
| +3% | +$27.5K | 0.1% | 158 |
|
|
2021
Q4 | $935K | Sell |
50,332
-10,810
| -18% | -$202K | 0.1% | 149 |
|
|
2021
Q3 | $1.25M | Sell |
61,142
-2,579
| -4% | -$54.2K | 0.14% | 102 |
|
|
2021
Q2 | $1.39M | Sell |
63,721
-1,990
| -3% | -$45.3K | 0.15% | 92 |
|
|
2021
Q1 | $1.5M | Buy |
65,711
+4,128
| +7% | +$91.3K | 0.22% | 76 |
|
|
2020
Q4 | $1.34M | Buy |
61,583
+5,276
| +9% | +$114K | 0.24% | 73 |
|
|
2020
Q3 | $1.21M | Buy |
56,307
+40
| +0.1% | +$894 | 0.25% | 71 |
|
|
2020
Q2 | $1.28M | Buy |
56,267
+3,465
| +7% | +$78.9K | 0.28% | 67 |
|
|
2020
Q1 | $1.12M | Sell |
52,802
-11,350
| -18% | -$310K | 0.3% | 62 |
|
|
2019
Q4 | $1.85M | Buy |
64,152
+46,286
| +259% | +$1.34M | 0.43% | 43 |
|
|
2019
Q3 | $511K | Buy |
17,866
+3,217
| +22% | +$85.2K | 0.34% | 52 |
|
|
2019
Q2 | $371K | Sell |
14,649
-985
| -6% | -$23.6K | 0.29% | 63 |
|
|
2019
Q1 | $370K | Buy |
15,634
+1,502
| +11% | +$34.6K | 0.48% | 41 |
|
|
2018
Q4 | $305K | Sell |
14,132
-67
| -0.5% | -$1.56K | 0.29% | 80 |
|
|
2018
Q3 | $360K | Buy |
14,199
+662
| +5% | +$16.2K | 0.3% | 72 |
|
|
2018
Q2 | $328K | Buy |
13,537
+4,893
| +57% | +$123K | 0.3% | 74 |
|
|
2018
Q1 | $233K | Buy |
8,644
+824
| +11% | +$22.9K | 0.22% | 92 |
|
|
2017
Q4 | $230K | Sell |
7,820
-4,431
| -36% | -$121K | 0.21% | 99 |
|
|
2017
Q3 | $362K | Sell |
12,251
-695
| -5% | -$19.7K | 0.33% | 73 |
|
|
2017
Q2 | $368K | Hold |
12,946
| – | – | 0.24% | 90 |
|
|
2017
Q1 | $406K | Sell |
12,946
-814
| -6% | -$25.6K | 0.29% | 62 |
|
|
2016
Q4 | $442K | Buy |
13,760
+629
| +5% | +$18.6K | 0.38% | 52 |
|
|
2016
Q3 | $403K | Sell |
13,131
-100
| -0.8% | -$3.16K | 0.53% | 38 |
|
|
2016
Q2 | $432K | Buy |
13,231
+122
| +0.9% | +$3.63K | 0.57% | 34 |
|
|
2016
Q1 | $388K | Buy |
13,109
+80
| +0.6% | +$2.22K | 0.42% | 46 |
|
|
2015
Q4 | $339K | Buy |
+13,029
| New | +$330K | 0.47% | 37 |
|
Other funds holding T
VCM
VPM
Capital Asset Advisory Services's T Position: Q1 2026 in Review
Capital Asset Advisory Services reduced its AT&T (T) stake by 12% in Q1 2026, selling an estimated $97K and leaving 25,435 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #160.
Capital Asset Advisory Services first reported a position in T in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.97M in Q1 2024. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Capital Asset Advisory Services held 25,435 shares of AT&T worth $666K as of Q1 2026.
- Capital Asset Advisory Services sold 3,631 AT&T shares in Q1 2026, an estimated $97K.
- AT&T made up 0.03% of Capital Asset Advisory Services's portfolio in Q1 2026, its #160 holding.
- Capital Asset Advisory Services first reported a position in AT&T in Q4 2015 and has held it in 42 quarters since.
- Capital Asset Advisory Services's AT&T position peaked at $2.97M in Q1 2024.
- 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.