EWA
EP Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
232,239
+40,186
| +21% | +$1.16M | 0.04% | 229 |
|
|
2025
Q1 | $5.43M | Sell |
192,053
-13,226
| -6% | -$374K | 0.04% | 216 |
|
|
2024
Q4 | $4.67M | Buy |
205,279
+49,386
| +32% | +$1.12M | 0.04% | 228 |
|
|
2024
Q3 | $3.43M | Buy |
155,893
+40,734
| +35% | +$896K | 0.03% | 266 |
|
|
2024
Q2 | $2.2M | Buy |
115,159
+5,549
| +5% | +$106K | 0.02% | 262 |
|
|
2024
Q1 | $1.93M | Buy |
109,610
+7,944
| +8% | +$140K | 0.02% | 272 |
|
|
2023
Q4 | $1.71M | Sell |
101,666
-54,499
| -35% | -$914K | 0.02% | 287 |
|
|
2023
Q3 | $2.35M | Buy |
156,165
+150,782
| +2,801% | +$2.26M | 0.04% | 222 |
|
|
2023
Q2 | $3.42M | Sell |
5,383
-3,527
| -40% | -$2.24M | 0.05% | 187 |
|
|
2023
Q1 | $688K | Sell |
8,910
-129,796
| -94% | -$10M | 0.01% | 358 |
|
|
2022
Q4 | $2.55M | Sell |
138,706
-17,837
| -11% | -$328K | 0.05% | 198 |
|
|
2022
Q3 | $2.4M | Sell |
156,543
-6,889
| -4% | -$106K | 0.05% | 176 |
|
|
2022
Q2 | $3.43M | Buy |
163,432
+33,299
| +26% | +$698K | 0.08% | 144 |
|
|
2022
Q1 | $3.08M | Sell |
130,133
-13,121
| -9% | -$310K | 0.07% | 158 |
|
|
2021
Q4 | $3.52M | Buy |
143,254
+13,505
| +10% | +$332K | 0.08% | 135 |
|
|
2021
Q3 | $3.51M | Sell |
129,749
-15,134
| -10% | -$409K | 0.1% | 118 |
|
|
2021
Q2 | $4.17M | Sell |
144,883
-3,702
| -2% | -$107K | 0.12% | 114 |
|
|
2021
Q1 | $4.5M | Sell |
148,585
-8,536
| -5% | -$258K | 0.14% | 101 |
|
|
2020
Q4 | $4.52M | Buy |
157,121
+554
| +0.4% | +$15.9K | 0.16% | 82 |
|
|
2020
Q3 | $4.46M | Sell |
156,567
-7,550
| -5% | -$215K | 0.19% | 70 |
|
|
2020
Q2 | $4.96M | Sell |
164,117
-36,199
| -18% | -$1.09M | 0.21% | 75 |
|
|
2020
Q1 | $5.84M | Buy |
200,316
+47,164
| +31% | +$1.37M | 0.29% | 62 |
|
|
2019
Q4 | $5.99M | Sell |
153,152
-6,214
| -4% | -$243K | 0.25% | 78 |
|
|
2019
Q3 | $6.03M | Buy |
159,366
+7,199
| +5% | +$272K | 0.3% | 60 |
|
|
2019
Q2 | $5.1M | Buy |
152,167
+92,098
| +153% | +$3.09M | 0.32% | 48 |
|
|
2019
Q1 | $1.88M | Sell |
60,069
-10,514
| -15% | -$330K | 0.18% | 79 |
|
|
2018
Q4 | $2.01M | Sell |
70,583
-21,463
| -23% | -$612K | 0.16% | 80 |
|
|
2018
Q3 | $3.09M | Buy |
92,046
+29,392
| +47% | +$987K | 0.24% | 57 |
|
|
2018
Q2 | $2.01M | Buy |
62,654
+1,226
| +2% | +$39.4K | 0.19% | 66 |
|
|
2018
Q1 | $2.19M | Buy |
61,428
+1,436
| +2% | +$51.2K | 0.21% | 63 |
|
|
2017
Q4 | $2.33M | Sell |
59,992
-6,655
| -10% | -$259K | 0.25% | 48 |
|
|
2017
Q3 | $2.61M | Buy |
66,647
+1,435
| +2% | +$56.2K | 0.3% | 46 |
|
|
2017
Q2 | $2.46M | Buy |
65,212
+2,883
| +5% | +$109K | 0.3% | 50 |
|
|
2017
Q1 | $2.59M | Buy |
62,329
+1,221
| +2% | +$50.7K | 0.36% | 44 |
|
|
2016
Q4 | $2.57M | Buy |
61,108
+1,049
| +2% | +$44.1K | 0.38% | 45 |
|
|
2016
Q3 | $2.44M | Sell |
60,059
-2,657
| -4% | -$108K | 0.38% | 42 |
|
|
2016
Q2 | $2.71M | Buy |
62,716
+5,991
| +11% | +$259K | 0.43% | 43 |
|
|
2016
Q1 | $2.22M | Buy |
56,725
+4,964
| +10% | +$194K | 0.34% | 45 |
|
|
2015
Q4 | $1.78M | Buy |
51,761
+615
| +1% | +$21.2K | 0.3% | 55 |
|
|
2015
Q3 | $1.67M | Buy |
51,146
+31,121
| +155% | +$1.01M | 0.32% | 45 |
|
|
2015
Q2 | $711K | Buy |
20,025
+1,936
| +11% | +$68.8K | 0.13% | 56 |
|
|
2015
Q1 | $591K | Sell |
18,089
-2,159
| -11% | -$70.5K | 0.11% | 65 |
|
|
2014
Q4 | $680K | Buy |
20,248
+186
| +0.9% | +$6.25K | 0.11% | 73 |
|
|
2014
Q3 | $707K | Buy |
20,062
+920
| +5% | +$32.4K | 0.11% | 56 |
|
|
2014
Q2 | $677K | Sell |
19,142
-445
| -2% | -$15.7K | 0.16% | 56 |
|
|
2014
Q1 | $687K | Sell |
19,587
-4,156
| -18% | -$146K | 0.19% | 49 |
|
|
2013
Q4 | $835K | Buy |
23,743
+5,379
| +29% | +$189K | 0.22% | 49 |
|
|
2013
Q3 | $621K | Sell |
18,364
-3,160
| -15% | -$107K | 0.2% | 54 |
|
|
2013
Q2 | $762K | Buy |
+21,524
| New | +$762K | 0.27% | 38 |
|