EWA
Exencial Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
60,161
-5,799
| -9% | -$168K | 0.06% | 228 |
|
|
2025
Q1 | $1.87M | Buy |
65,960
+1,864
| +3% | +$52.7K | 0.07% | 220 |
|
|
2024
Q4 | $1.46M | Buy |
64,096
+324
| +0.5% | +$7.38K | 0.05% | 247 |
|
|
2024
Q3 | $1.4M | Sell |
63,772
-15,358
| -19% | -$338K | 0.05% | 246 |
|
|
2024
Q2 | $1.51M | Buy |
79,130
+9,517
| +14% | +$182K | 0.06% | 228 |
|
|
2024
Q1 | $1.23M | Sell |
69,613
-10,658
| -13% | -$188K | 0.05% | 248 |
|
|
2023
Q4 | $1.35M | Sell |
80,271
-2,292
| -3% | -$38.5K | 0.05% | 231 |
|
|
2023
Q3 | $1.24M | Sell |
82,563
-4,147
| -5% | -$62.3K | 0.06% | 219 |
|
|
2023
Q2 | $1.38M | Sell |
86,710
-5,424
| -6% | -$86.5K | 0.06% | 208 |
|
|
2023
Q1 | $1.77M | Sell |
92,134
-18,541
| -17% | -$357K | 0.09% | 176 |
|
|
2022
Q4 | $2.04M | Buy |
110,675
+8,506
| +8% | +$157K | 0.11% | 174 |
|
|
2022
Q3 | $1.57M | Sell |
102,169
-10,883
| -10% | -$167K | 0.09% | 177 |
|
|
2022
Q2 | $2.37M | Buy |
113,052
+5,546
| +5% | +$116K | 0.13% | 158 |
|
|
2022
Q1 | $2.54M | Buy |
107,506
+5,983
| +6% | +$141K | 0.13% | 166 |
|
|
2021
Q4 | $2.5M | Sell |
101,523
-15,649
| -13% | -$385K | 0.12% | 173 |
|
|
2021
Q3 | $3.17M | Sell |
117,172
-455
| -0.4% | -$12.3K | 0.14% | 124 |
|
|
2021
Q2 | $3.39M | Buy |
117,627
+921
| +0.8% | +$26.5K | 0.18% | 142 |
|
|
2021
Q1 | $3.53M | Buy |
116,706
+2,303
| +2% | +$69.7K | 0.21% | 140 |
|
|
2020
Q4 | $3.29M | Sell |
114,403
-227,905
| -67% | -$6.55M | 0.22% | 126 |
|
|
2020
Q3 | $9.52M | Buy |
342,308
+202,715
| +145% | +$5.64M | 0.5% | 58 |
|
|
2020
Q2 | $4.22M | Buy |
139,593
+90,860
| +186% | +$2.75M | 0.37% | 94 |
|
|
2020
Q1 | $1.42M | Buy |
48,733
+2,934
| +6% | +$85.6K | 0.25% | 96 |
|
|
2019
Q4 | $1.79M | Buy |
45,799
+2,510
| +6% | +$98.1K | 0.31% | 92 |
|
|
2019
Q3 | $1.64M | Sell |
43,289
-1,193
| -3% | -$45.1K | 0.35% | 84 |
|
|
2019
Q2 | $1.49M | Sell |
44,482
-206
| -0.5% | -$6.91K | 0.35% | 77 |
|
|
2019
Q1 | $1.4M | Sell |
44,688
-2,432
| -5% | -$76.2K | 0.33% | 83 |
|
|
2018
Q4 | $1.35M | Buy |
47,120
+1,338
| +3% | +$38.2K | 0.36% | 78 |
|
|
2018
Q3 | $1.54M | Sell |
45,782
-3,559
| -7% | -$119K | 0.36% | 72 |
|
|
2018
Q2 | $1.58M | Buy |
49,341
+20,879
| +73% | +$670K | 0.44% | 66 |
|
|
2018
Q1 | $1.02M | Sell |
28,462
-1,617
| -5% | -$57.7K | 0.3% | 85 |
|
|
2017
Q4 | $1.17M | Buy |
30,079
+296
| +1% | +$11.5K | 0.35% | 79 |
|
|
2017
Q3 | $1.17M | Sell |
29,783
-1,074
| -3% | -$42.1K | 0.38% | 73 |
|
|
2017
Q2 | $1.16M | Sell |
30,857
-480
| -2% | -$18.1K | 0.48% | 57 |
|
|
2017
Q1 | $1.26M | Buy |
31,337
+892
| +3% | +$35.9K | 0.55% | 56 |
|
|
2016
Q4 | $1.3M | Sell |
30,445
-6,739
| -18% | -$287K | 0.55% | 55 |
|
|
2016
Q3 | $1.37M | Buy |
+37,184
| New | +$1.37M | 0.61% | 54 |
|
|
2016
Q1 | – | Sell |
-30,071
| Closed | -$1.02M | – | 157 |
|
|
2015
Q4 | $1.02M | Sell |
30,071
-1,499
| -5% | -$50.9K | 0.51% | 60 |
|
|
2015
Q3 | $1.03M | Sell |
31,570
-5,837
| -16% | -$190K | 0.5% | 62 |
|
|
2015
Q2 | $1.27M | Buy |
+37,407
| New | +$1.27M | 0.8% | 43 |
|
|
2014
Q2 | – | Sell |
-43,602
| Closed | -$1.57M | – | 151 |
|
|
2014
Q1 | $1.57M | Buy |
+43,602
| New | +$1.57M | 0.66% | 57 |
|