Eads & Heald 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 | $283K | Sell |
9,790
-1,165
| -11% | -$33.7K | 0.14% | 124 |
|
|
2025
Q1 | $310K | Sell |
10,955
-20
| -0.2% | -$566 | 0.16% | 121 |
|
|
2024
Q4 | $250K | Buy |
10,975
+155
| +1% | +$3.53K | 0.12% | 130 |
|
|
2024
Q3 | $238K | Buy |
+10,820
| New | +$238K | 0.11% | 135 |
|
|
2023
Q3 | – | Sell |
-18,279
| Closed | -$292K | – | 149 |
|
|
2023
Q2 | $292K | Sell |
18,279
-4,858
| -21% | -$77.6K | 0.14% | 125 |
|
|
2023
Q1 | $445K | Sell |
23,137
-295
| -1% | -$5.67K | 0.22% | 116 |
|
|
2022
Q4 | $431K | Buy |
23,432
+9,424
| +67% | +$173K | 0.22% | 116 |
|
|
2022
Q3 | $215K | Buy |
14,008
+390
| +3% | +$5.99K | 0.12% | 134 |
|
|
2022
Q2 | $285K | Buy |
13,618
+1,341
| +11% | +$28.1K | 0.15% | 132 |
|
|
2022
Q1 | $219K | Sell |
12,277
-9,157
| -43% | -$163K | 0.1% | 144 |
|
|
2021
Q4 | $398K | Sell |
21,434
-15,480
| -42% | -$287K | 0.17% | 121 |
|
|
2021
Q3 | $753K | Sell |
36,914
-7,533
| -17% | -$154K | 0.36% | 98 |
|
|
2021
Q2 | $966K | Sell |
44,447
-2,952
| -6% | -$64.2K | 0.47% | 87 |
|
|
2021
Q1 | $1.08M | Sell |
47,399
-2,759
| -6% | -$63.1K | 0.56% | 82 |
|
|
2020
Q4 | $1.09M | Buy |
50,158
+5,484
| +12% | +$119K | 0.59% | 77 |
|
|
2020
Q3 | $962K | Sell |
44,674
-9,200
| -17% | -$198K | 0.58% | 76 |
|
|
2020
Q2 | $1.23M | Sell |
53,874
-1,171
| -2% | -$26.7K | 0.75% | 67 |
|
|
2020
Q1 | $1.21M | Sell |
55,045
-1,316
| -2% | -$29K | 0.86% | 54 |
|
|
2019
Q4 | $1.66M | Buy |
56,361
+335
| +0.6% | +$9.89K | 0.88% | 53 |
|
|
2019
Q3 | $1.6M | Buy |
56,026
+1,163
| +2% | +$33.2K | 0.89% | 56 |
|
|
2019
Q2 | $1.39M | Buy |
54,863
+564
| +1% | +$14.3K | 0.79% | 62 |
|
|
2019
Q1 | $1.29M | Buy |
54,299
+3,238
| +6% | +$76.7K | 0.74% | 63 |
|
|
2018
Q4 | $1.1M | Sell |
51,061
-4,007
| -7% | -$86.4K | 0.73% | 62 |
|
|
2018
Q3 | $1.4M | Sell |
55,068
-1,979
| -3% | -$50.2K | 0.8% | 59 |
|
|
2018
Q2 | $1.38M | Sell |
57,047
-1,168
| -2% | -$28.3K | 0.85% | 57 |
|
|
2018
Q1 | $1.57M | Sell |
58,215
-872
| -1% | -$23.5K | 0.99% | 47 |
|
|
2017
Q4 | $1.74M | Buy |
59,087
+1,273
| +2% | +$37.4K | 1.02% | 44 |
|
|
2017
Q3 | $1.71M | Buy |
57,814
+776
| +1% | +$23K | 1.06% | 40 |
|
|
2017
Q2 | $1.63M | Buy |
57,038
+775
| +1% | +$22.1K | 1.04% | 42 |
|
|
2017
Q1 | $1.77M | Buy |
56,263
+681
| +1% | +$21.4K | 1.14% | 35 |
|
|
2016
Q4 | $1.79M | Buy |
55,582
+149
| +0.3% | +$4.79K | 1.22% | 29 |
|
|
2016
Q3 | $1.7M | Sell |
55,433
-220
| -0.4% | -$6.75K | 1.17% | 31 |
|
|
2016
Q2 | $1.82M | Sell |
55,653
-1,264
| -2% | -$41.2K | 1.25% | 25 |
|
|
2016
Q1 | $1.68M | Sell |
56,917
-2,386
| -4% | -$70.6K | 1.17% | 33 |
|
|
2015
Q4 | $1.54M | Buy |
59,303
+854
| +1% | +$22.2K | 1.07% | 38 |
|
|
2015
Q3 | $1.44M | Sell |
58,449
-6,349
| -10% | -$156K | 1.03% | 39 |
|
|
2015
Q2 | $1.74M | Buy |
64,798
+1,589
| +3% | +$42.6K | 1.14% | 33 |
|
|
2015
Q1 | $1.56M | Buy |
63,209
+200
| +0.3% | +$4.93K | 1% | 44 |
|
|
2014
Q4 | $1.6M | Buy |
63,009
+1,939
| +3% | +$49.2K | 1.02% | 45 |
|
|
2014
Q3 | $1.63M | Buy |
61,070
+2,966
| +5% | +$78.9K | 1.1% | 41 |
|
|
2014
Q2 | $1.55M | Sell |
58,104
-5,546
| -9% | -$148K | 1.03% | 47 |
|
|
2014
Q1 | $1.69M | Buy |
63,650
+647
| +1% | +$17.1K | 1.11% | 42 |
|
|
2013
Q4 | $1.67M | Sell |
63,003
-1,457
| -2% | -$38.7K | 1.11% | 42 |
|
|
2013
Q3 | $1.65M | Sell |
64,460
-1,985
| -3% | -$50.7K | 1.18% | 41 |
|
|
2013
Q2 | $1.78M | Buy |
+66,445
| New | +$1.78M | 1.26% | 31 |
|