Elwood & Goetz Wealth Advisory Group’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 | $666K | Sell |
23,008
-94
| -0.4% | -$2.72K | 0.14% | 43 |
|
|
2025
Q1 | $653K | Sell |
23,102
-5
| -0% | -$141 | 0.16% | 37 |
|
|
2024
Q4 | $526K | Sell |
23,107
-3,684
| -14% | -$83.9K | 0.13% | 50 |
|
|
2024
Q3 | $589K | Hold |
26,791
| – | – | 0.15% | 46 |
|
|
2024
Q2 | $512K | Hold |
26,791
| – | – | 0.15% | 42 |
|
|
2024
Q1 | $472K | Buy |
26,791
+14,416
| +116% | +$254K | 0.11% | 49 |
|
|
2023
Q4 | $208K | Buy |
12,375
+444
| +4% | +$7.45K | 0.04% | 79 |
|
|
2023
Q3 | $179K | Sell |
11,931
-2,838
| -19% | -$42.6K | 0.04% | 78 |
|
|
2023
Q2 | $236K | Buy |
14,769
+54
| +0.4% | +$861 | 0.05% | 62 |
|
|
2023
Q1 | $283K | Buy |
14,715
+15
| +0.1% | +$289 | 0.07% | 56 |
|
|
2022
Q4 | $271K | Buy |
14,700
+3,266
| +29% | +$60.1K | 0.08% | 53 |
|
|
2022
Q3 | $175K | Hold |
11,434
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $240K | Sell |
11,434
-4,433
| -28% | -$93K | 0.08% | 54 |
|
|
2022
Q1 | $283K | Buy |
15,867
+7
| +0% | +$125 | 0.09% | 53 |
|
|
2021
Q4 | $295K | Buy |
15,860
+1,255
| +9% | +$23.3K | 0.09% | 50 |
|
|
2021
Q3 | $298K | Hold |
14,605
| – | – | 0.1% | 45 |
|
|
2021
Q2 | $317K | Buy |
14,605
+8
| +0.1% | +$174 | 0.12% | 41 |
|
|
2021
Q1 | $334K | Buy |
14,597
+1
| +0% | +$23 | 0.14% | 38 |
|
|
2020
Q4 | $317K | Buy |
14,596
+2
| +0% | +$43 | 0.14% | 38 |
|
|
2020
Q3 | $314K | Buy |
14,594
+55
| +0.4% | +$1.18K | 0.17% | 32 |
|
|
2020
Q2 | $332K | Sell |
14,539
-225
| -2% | -$5.14K | 0.2% | 28 |
|
|
2020
Q1 | $325K | Hold |
14,764
| – | – | 0.24% | 22 |
|
|
2019
Q4 | $436K | Sell |
14,764
-90
| -0.6% | -$2.66K | 0.31% | 21 |
|
|
2019
Q3 | $425K | Buy |
14,854
+93
| +0.6% | +$2.66K | 0.34% | 20 |
|
|
2019
Q2 | $374K | Sell |
14,761
-1,330
| -8% | -$33.7K | 0.32% | 20 |
|
|
2019
Q1 | $381K | Hold |
16,091
| – | – | 0.35% | 20 |
|
|
2018
Q4 | $347K | Buy |
+16,091
| New | +$347K | 0.37% | 22 |
|