Capital Performance Advisors’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
$659K Buy
22,756
+1,202
+6% +$34.8K 0.13% 84
2025
Q1
$610K Buy
21,554
+7,905
+58% +$224K 0.13% 78
2024
Q4
$311K Buy
13,649
+1,861
+16% +$42.4K 0.1% 90
2024
Q3
$259K Buy
+11,788
New +$259K 0.08% 89