Encompass Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $297K | Buy |
|