Elwood & Goetz Wealth Advisory Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $473K | Sell |
22,843
-663
| -3% | -$16.5K | 0.07% | 88 |
|
|
2026
Q1 | $681K | Sell |
23,506
-5,603
| -19% | -$150K | 0.12% | 56 |
|
|
2025
Q4 | $723K | Buy |
29,109
+6,045
| +26% | +$153K | 0.13% | 51 |
|
|
2025
Q3 | $651K | Buy |
23,064
+56
| +0.2% | +$1.59K | 0.13% | 53 |
|
|
2025
Q2 | $666K | Sell |
23,008
-94
| -0.4% | -$2.59K | 0.14% | 43 |
|
|
2025
Q1 | $653K | Sell |
23,102
-5
| -0% | -$126 | 0.16% | 37 |
|
|
2024
Q4 | $526K | Sell |
23,107
-3,684
| -14% | -$82.9K | 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% | +$246K | 0.11% | 49 |
|
|
2023
Q4 | $208K | Buy |
12,375
+444
| +4% | +$7.01K | 0.04% | 79 |
|
|
2023
Q3 | $179K | Sell |
11,931
-2,838
| -19% | -$41.6K | 0.04% | 78 |
|
|
2023
Q2 | $236K | Buy |
14,769
+54
| +0.4% | +$920 | 0.05% | 62 |
|
|
2023
Q1 | $283K | Buy |
14,715
+15
| +0.1% | +$287 | 0.07% | 56 |
|
|
2022
Q4 | $271K | Buy |
14,700
+3,266
| +29% | +$58.5K | 0.08% | 53 |
|
|
2022
Q3 | $175K | Hold |
11,434
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $240K | Sell |
11,434
-4,433
| -28% | -$88.4K | 0.08% | 54 |
|
|
2022
Q1 | $283K | Buy |
15,867
+7
| +0% | +$130 | 0.09% | 53 |
|
|
2021
Q4 | $295K | Buy |
15,860
+1,255
| +9% | +$23.5K | 0.09% | 50 |
|
|
2021
Q3 | $298K | Hold |
14,605
| – | – | 0.1% | 45 |
|
|
2021
Q2 | $317K | Buy |
14,605
+8
| +0.1% | +$182 | 0.12% | 41 |
|
|
2021
Q1 | $334K | Buy |
14,597
+1
| +0% | +$22 | 0.14% | 38 |
|
|
2020
Q4 | $317K | Buy |
14,596
+2
| +0% | +$43 | 0.14% | 38 |
|
|
2020
Q3 | $314K | Buy |
14,594
+55
| +0.4% | +$1.23K | 0.17% | 32 |
|
|
2020
Q2 | $332K | Sell |
14,539
-225
| -2% | -$5.12K | 0.2% | 28 |
|
|
2020
Q1 | $325K | Hold |
14,764
| – | – | 0.24% | 22 |
|
|
2019
Q4 | $436K | Sell |
14,764
-90
| -0.6% | -$2.6K | 0.31% | 21 |
|
|
2019
Q3 | $425K | Buy |
14,854
+93
| +0.6% | +$2.46K | 0.34% | 20 |
|
|
2019
Q2 | $374K | Sell |
14,761
-1,330
| -8% | -$31.9K | 0.32% | 20 |
|
|
2019
Q1 | $381K | Hold |
16,091
| – | – | 0.35% | 20 |
|
|
2018
Q4 | $347K | Buy |
+16,091
| New | +$375K | 0.37% | 22 |
|
Other funds holding T
Elwood & Goetz Wealth Advisory Group's T Position: Q2 2026 in Review
Elwood & Goetz Wealth Advisory Group reduced its AT&T (T) stake by 2.8% in Q2 2026, selling an estimated $16.5K and leaving 22,843 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #88.
Elwood & Goetz Wealth Advisory Group first reported a position in T in Q4 2018 and has held it in 31 quarters since. The position peaked at $723K in Q4 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Elwood & Goetz Wealth Advisory Group held 22,843 shares of AT&T worth $473K as of Q2 2026.
- Elwood & Goetz Wealth Advisory Group sold 663 AT&T shares in Q2 2026, an estimated $16.5K.
- AT&T made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #88 holding.
- Elwood & Goetz Wealth Advisory Group first reported a position in AT&T in Q4 2018 and has held it in 31 quarters since.
- Elwood & Goetz Wealth Advisory Group's AT&T position peaked at $723K in Q4 2025.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.