Evergreen Private Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
154,426
-14,145
| -8% | -$409K | 1.87% | 26 |
|
|
2025
Q1 | $4.77M | Buy |
168,571
+63
| +0% | +$1.78K | 2.23% | 17 |
|
|
2024
Q4 | $3.84M | Sell |
168,508
-2,109
| -1% | -$48K | 1.8% | 26 |
|
|
2024
Q3 | $3.75M | Buy |
170,617
+3,406
| +2% | +$74.9K | 1.74% | 26 |
|
|
2024
Q2 | $3.2M | Buy |
167,211
+6,684
| +4% | +$128K | 1.57% | 27 |
|
|
2024
Q1 | $2.83M | Buy |
160,527
+83,360
| +108% | +$1.47M | 1.42% | 36 |
|
|
2023
Q4 | $1.29M | Buy |
+77,167
| New | +$1.29M | 0.7% | 41 |
|