EWA
Etesian Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
9,566
-3,234
| -25% | -$93.6K | 0.1% | 123 |
|
|
2025
Q1 | $362K | Sell |
12,800
-4,321
| -25% | -$122K | 0.16% | 110 |
|
|
2024
Q4 | $390K | Sell |
17,121
-3,815
| -18% | -$86.9K | 0.17% | 111 |
|
|
2024
Q3 | $461K | Sell |
20,936
-9,877
| -32% | -$217K | 0.21% | 103 |
|
|
2024
Q2 | $589K | Sell |
30,813
-3,885
| -11% | -$74.2K | 0.33% | 85 |
|
|
2024
Q1 | $611K | Sell |
34,698
-868
| -2% | -$15.3K | 0.35% | 82 |
|
|
2023
Q4 | $595K | Buy |
35,566
+356
| +1% | +$5.96K | 0.36% | 79 |
|
|
2023
Q3 | $529K | Sell |
35,210
-2,592
| -7% | -$38.9K | 0.36% | 82 |
|
|
2023
Q2 | $603K | Buy |
37,802
+8,313
| +28% | +$133K | 0.39% | 77 |
|
|
2023
Q1 | $568K | Sell |
29,489
-1,019
| -3% | -$19.6K | 0.38% | 82 |
|
|
2022
Q4 | $562K | Buy |
+30,508
| New | +$562K | 0.41% | 78 |
|