Clearwater Capital 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 | $447K | Buy |
15,440
+20
| +0.1% | +$579 | 0.04% | 115 |
|
|
2025
Q1 | $436K | Buy |
+15,420
| New | +$436K | 0.04% | 118 |
|
|
2024
Q4 | – | Sell |
-9,140
| Closed | -$201K | – | 178 |
|
|
2024
Q3 | $201K | Buy |
+9,140
| New | +$201K | 0.02% | 167 |
|
|
2020
Q1 | – | Sell |
-6,970
| Closed | -$206K | – | 161 |
|
|
2019
Q4 | $206K | Sell |
6,970
-141
| -2% | -$4.17K | 0.03% | 167 |
|
|
2019
Q3 | $203K | Buy |
+7,111
| New | +$203K | 0.04% | 173 |
|
|
2018
Q4 | – | Sell |
-9,925
| Closed | -$252K | – | 196 |
|
|
2018
Q3 | $252K | Sell |
9,925
-2,131
| -18% | -$54.1K | 0.05% | 173 |
|
|
2018
Q2 | $292K | Sell |
12,056
-1,328
| -10% | -$32.2K | 0.06% | 155 |
|
|
2018
Q1 | $360K | Sell |
13,384
-638
| -5% | -$17.2K | 0.07% | 140 |
|
|
2017
Q4 | $412K | Sell |
14,022
-1,592
| -10% | -$46.8K | 0.09% | 132 |
|
|
2017
Q3 | $452K | Buy |
15,614
+1,373
| +10% | +$39.7K | 0.11% | 123 |
|
|
2017
Q2 | $396K | Sell |
14,241
-85
| -0.6% | -$2.36K | 0.1% | 123 |
|
|
2017
Q1 | $449K | Sell |
14,326
-1,121
| -7% | -$35.1K | 0.12% | 115 |
|
|
2016
Q4 | $502K | Buy |
15,447
+4,672
| +43% | +$152K | 0.17% | 99 |
|
|
2016
Q3 | $325K | Buy |
+10,775
| New | +$325K | 0.11% | 116 |
|