Fermata Advisors’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 | – | Sell |
-8,034
| Closed | -$227K | – | 280 |
|
|
2025
Q1 | $227K | Buy |
+8,034
| New | +$227K | 0.04% | 253 |
|
|
2021
Q4 | – | Sell |
-15,541
| Closed | -$317K | – | 196 |
|
|
2021
Q3 | $317K | Sell |
15,541
-172
| -1% | -$3.51K | 0.14% | 116 |
|
|
2021
Q2 | $342K | Buy |
+15,713
| New | +$342K | 0.2% | 92 |
|