Concord Wealth Partners’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 | $188K | Sell |
6,500
-1,047
| -14% | -$30.3K | 0.03% | 206 |
|
|
2025
Q1 | $213K | Sell |
7,547
-1,984
| -21% | -$56.1K | 0.04% | 188 |
|
|
2024
Q4 | $217K | Sell |
9,531
-5,729
| -38% | -$130K | 0.04% | 194 |
|
|
2024
Q3 | $336K | Sell |
15,260
-172
| -1% | -$3.78K | 0.06% | 160 |
|
|
2024
Q2 | $295K | Sell |
15,432
-435
| -3% | -$8.31K | 0.05% | 164 |
|
|
2024
Q1 | $279K | Buy |
15,867
+99
| +0.6% | +$1.74K | 0.05% | 177 |
|
|
2023
Q4 | $265K | Sell |
15,768
-2,187
| -12% | -$36.7K | 0.05% | 170 |
|
|
2023
Q3 | $270K | Buy |
17,955
+5,246
| +41% | +$78.8K | 0.06% | 165 |
|
|
2023
Q2 | $203K | Sell |
12,709
-370
| -3% | -$5.9K | 0.04% | 193 |
|
|
2023
Q1 | $252K | Sell |
13,079
-117
| -0.9% | -$2.25K | 0.07% | 138 |
|
|
2022
Q4 | $243K | Sell |
13,196
-2,559
| -16% | -$47.1K | 0.07% | 143 |
|
|
2022
Q3 | $242K | Buy |
15,755
+1,184
| +8% | +$18.2K | 0.08% | 138 |
|
|
2022
Q2 | $305K | Sell |
14,571
-5,056
| -26% | -$106K | 0.08% | 130 |
|
|
2022
Q1 | $350K | Sell |
19,627
-1,354
| -6% | -$24.1K | 0.09% | 125 |
|
|
2021
Q4 | $390K | Buy |
20,981
+11,132
| +113% | +$207K | 0.1% | 118 |
|
|
2021
Q3 | $201K | Sell |
9,849
-8,331
| -46% | -$170K | 0.08% | 87 |
|
|
2021
Q2 | $395K | Sell |
18,180
-245
| -1% | -$5.32K | 0.11% | 82 |
|
|
2021
Q1 | $421K | Buy |
18,425
+2,201
| +14% | +$50.3K | 0.14% | 75 |
|
|
2020
Q4 | $352K | Buy |
+16,224
| New | +$352K | 0.27% | 47 |
|