CBIZ Investment Advisory Services’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 | $122K | Buy |
4,216
+234
| +6% | +$6.77K | 0.01% | 64 |
|
|
2025
Q1 | $113K | Buy |
3,982
+446
| +13% | +$12.6K | 0.01% | 71 |
|
|
2024
Q4 | $80.5K | Buy |
3,536
+2,598
| +277% | +$59.2K | ﹤0.01% | 83 |
|
|
2024
Q3 | $20.7K | Buy |
938
+262
| +39% | +$5.77K | ﹤0.01% | 184 |
|
|
2024
Q2 | $12.9K | Sell |
676
-604
| -47% | -$11.5K | ﹤0.01% | 236 |
|
|
2024
Q1 | $22.5K | Buy |
+1,280
| New | +$22.5K | ﹤0.01% | 161 |
|
|
2021
Q4 | – | Hold |
0
| – | -$8K | – | 86 |
|
|
2021
Q3 | – | Hold |
0
| – | -$9K | – | 89 |
|
|
2021
Q2 | – | Hold |
0
| – | -$9K | – | 85 |
|
|
2021
Q1 | – | Hold |
0
| – | -$9K | – | 76 |
|
|
2020
Q4 | – | Hold |
0
| – | -$9K | – | 91 |
|
|
2020
Q3 | – | Hold |
0
| – | -$9K | – | 93 |
|
|
2020
Q2 | – | Hold |
0
| – | -$28K | – | 99 |
|
|
2020
Q1 | – | Hold |
0
| – | -$13K | – | 85 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 121 |
|