Cassaday & Co 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 | $979K | Sell |
33,835
-387
| -1% | -$11.2K | 0.02% | 132 |
|
|
2025
Q1 | $968K | Sell |
34,222
-1,689
| -5% | -$47.8K | 0.03% | 118 |
|
|
2024
Q4 | $818K | Buy |
35,911
+6,252
| +21% | +$142K | 0.02% | 137 |
|
|
2024
Q3 | $653K | Sell |
29,659
-8,495
| -22% | -$187K | 0.02% | 157 |
|
|
2024
Q2 | $729K | Buy |
38,154
+5,157
| +16% | +$98.6K | 0.02% | 138 |
|
|
2024
Q1 | $581K | Buy |
32,997
+4,505
| +16% | +$79.3K | 0.02% | 158 |
|
|
2023
Q4 | $478K | Sell |
28,492
-30,097
| -51% | -$505K | 0.02% | 164 |
|
|
2023
Q3 | $880K | Buy |
58,589
+81
| +0.1% | +$1.22K | 0.04% | 93 |
|
|
2023
Q2 | $933K | Buy |
58,508
+1,481
| +3% | +$23.6K | 0.04% | 98 |
|
|
2023
Q1 | $1.1M | Buy |
57,027
+2,430
| +4% | +$46.8K | 0.05% | 83 |
|
|
2022
Q4 | $1.01M | Buy |
+54,597
| New | +$1.01M | 0.05% | 88 |
|