EWA
Encompass Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
17,492
-36
| -0.2% | -$1.04K | 0.19% | 62 |
|
|
2025
Q1 | $496K | Sell |
17,528
-173
| -1% | -$4.89K | 0.2% | 62 |
|
|
2024
Q4 | $403K | Sell |
17,701
-1,966
| -10% | -$44.8K | 0.16% | 68 |
|
|
2024
Q3 | $433K | Buy |
19,667
+253
| +1% | +$5.57K | 0.11% | 160 |
|
|
2024
Q2 | $371K | Sell |
19,414
-740
| -4% | -$14.1K | 0.1% | 166 |
|
|
2024
Q1 | $355K | Sell |
20,154
-163
| -0.8% | -$2.87K | 0.09% | 178 |
|
|
2023
Q4 | $341K | Sell |
20,317
-13,391
| -40% | -$225K | 0.1% | 158 |
|
|
2023
Q3 | $506K | Buy |
33,708
+19,815
| +143% | +$298K | 0.17% | 110 |
|
|
2023
Q2 | $222K | Sell |
13,893
-628
| -4% | -$10K | 0.07% | 188 |
|
|
2023
Q1 | $280K | Sell |
14,521
-151
| -1% | -$2.91K | 0.1% | 166 |
|
|
2022
Q4 | $270K | Sell |
14,672
-300
| -2% | -$5.52K | 0.1% | 163 |
|
|
2022
Q3 | $230K | Buy |
14,972
+651
| +5% | +$10K | 0.09% | 171 |
|
|
2022
Q2 | $300K | Buy |
14,321
+582
| +4% | +$12.2K | 0.11% | 153 |
|
|
2022
Q1 | $325K | Sell |
13,739
-1,953
| -12% | -$46.2K | 0.08% | 167 |
|
|
2021
Q4 | $386K | Sell |
15,692
-304
| -2% | -$7.48K | 0.09% | 156 |
|
|
2021
Q3 | $432K | Buy |
15,996
+3,012
| +23% | +$81.3K | 0.11% | 138 |
|
|
2021
Q2 | $373K | Sell |
12,984
-50
| -0.4% | -$1.44K | 0.09% | 161 |
|
|
2021
Q1 | $417K | Buy |
13,034
+2,696
| +26% | +$86.3K | 0.11% | 153 |
|
|
2020
Q4 | $297K | Buy |
+10,338
| New | +$297K | 0.17% | 84 |
|