CA
Carson Advisory’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36M | Sell |
81,503
-3,391
| -4% | -$98.1K | 1.5% | 18 |
|
2025
Q1 | $2.4M | Sell |
84,894
-25,362
| -23% | -$717K | 1.62% | 15 |
|
2024
Q4 | $2.51M | Sell |
110,256
-2,641
| -2% | -$60.1K | 1.75% | 14 |
|
2024
Q3 | $2.48M | Sell |
112,897
-13,763
| -11% | -$303K | 1.56% | 13 |
|
2024
Q2 | $2.42M | Sell |
126,660
-3,611
| -3% | -$69K | 1.7% | 13 |
|
2024
Q1 | $2.29M | Buy |
130,271
+327
| +0.3% | +$5.76K | 1.61% | 14 |
|
2023
Q4 | $2.18M | Sell |
129,944
-6,852
| -5% | -$115K | 1.7% | 11 |
|
2023
Q3 | $2.05M | Buy |
136,796
+5,267
| +4% | +$79.1K | 1.8% | 9 |
|
2023
Q2 | $2.1M | Sell |
131,529
-8,704
| -6% | -$139K | 1.77% | 9 |
|
2023
Q1 | $2.7M | Sell |
140,233
-5,826
| -4% | -$112K | 2.4% | 9 |
|
2022
Q4 | $2.69M | Sell |
146,059
-17,754
| -11% | -$327K | 2.58% | 8 |
|
2022
Q3 | $2.51M | Sell |
163,813
-5,408
| -3% | -$83K | 2.78% | 7 |
|
2022
Q2 | $3.55M | Buy |
169,221
+1,594
| +1% | +$33.4K | 3.96% | 4 |
|
2022
Q1 | $3.96M | Buy |
167,627
+16,402
| +11% | +$388K | 3.94% | 4 |
|
2021
Q4 | $3.72M | Buy |
+151,225
| New | +$3.72M | 3.77% | 5 |
|