EverSource Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
36,712
-6,474
| -15% | -$187K | 0.05% | 262 |
|
|
2025
Q1 | $1.22M | Buy |
43,186
+5,596
| +15% | +$158K | 0.07% | 214 |
|
|
2024
Q4 | $856K | Buy |
37,590
+8,788
| +31% | +$200K | 0.05% | 266 |
|
|
2024
Q3 | $634K | Buy |
28,802
+2,426
| +9% | +$53.4K | 0.04% | 290 |
|
|
2024
Q2 | $508K | Buy |
26,376
+9,446
| +56% | +$182K | 0.03% | 312 |
|
|
2024
Q1 | $286K | Buy |
16,930
+6,327
| +60% | +$107K | 0.02% | 390 |
|
|
2023
Q4 | $178K | Sell |
10,603
-171
| -2% | -$2.87K | 0.02% | 464 |
|
|
2023
Q3 | $162K | Buy |
10,774
+1,803
| +20% | +$27.1K | 0.02% | 446 |
|
|
2023
Q2 | $143K | Sell |
8,971
-3,009
| -25% | -$48K | 0.02% | 470 |
|
|
2023
Q1 | $231K | Sell |
11,980
-4,278
| -26% | -$82.4K | 0.03% | 349 |
|
|
2022
Q4 | $299K | Buy |
16,258
+4,864
| +43% | +$89.5K | 0.05% | 284 |
|
|
2022
Q3 | $176K | Sell |
11,394
-675
| -6% | -$10.4K | 0.04% | 319 |
|
|
2022
Q2 | $254K | Buy |
12,069
+6,886
| +133% | +$145K | 0.07% | 235 |
|
|
2022
Q1 | $92K | Sell |
5,183
-321
| -6% | -$5.7K | 0.02% | 347 |
|
|
2021
Q4 | $102K | Buy |
+5,504
| New | +$102K | 0.03% | 307 |
|