Compass 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 | – | Sell |
-5,403
| Closed | -$153K | – | 375 |
|
|
2025
Q1 | $153K | Buy |
5,403
+8
| +0.1% | +$226 | 0.04% | 161 |
|
|
2024
Q4 | $123K | Buy |
5,395
+1,512
| +39% | +$34.4K | 0.03% | 181 |
|
|
2024
Q3 | $85.4K | Sell |
3,883
-329
| -8% | -$7.24K | 0.02% | 213 |
|
|
2024
Q2 | $80.5K | Buy |
4,212
+1,257
| +43% | +$24K | 0.02% | 216 |
|
|
2024
Q1 | $52K | Sell |
2,955
-94
| -3% | -$1.65K | 0.01% | 245 |
|
|
2023
Q4 | $51.2K | Sell |
3,049
-3,139
| -51% | -$52.7K | 0.01% | 243 |
|
|
2023
Q3 | $92.9K | Sell |
6,188
-6,970
| -53% | -$105K | 0.03% | 189 |
|
|
2023
Q2 | $210K | Sell |
13,158
-2,678
| -17% | -$42.7K | 0.06% | 152 |
|
|
2023
Q1 | $305K | Sell |
15,836
-2,450
| -13% | -$47.2K | 0.1% | 134 |
|
|
2022
Q4 | $337K | Buy |
+18,286
| New | +$337K | 0.11% | 124 |
|