FPCG
Forum Private Client Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Hold |
25,138
| – | – | 0.28% | 39 |
|
|
2025
Q1 | $711K | Sell |
25,138
-167
| -0.7% | -$4.72K | 0.31% | 38 |
|
|
2024
Q4 | $576K | Sell |
25,305
-982
| -4% | -$22.4K | 0.26% | 40 |
|
|
2024
Q3 | $578K | Sell |
26,287
-65
| -0.2% | -$1.43K | 0.26% | 41 |
|
|
2024
Q2 | $504K | Sell |
26,352
-1,190
| -4% | -$22.7K | 0.24% | 43 |
|
|
2024
Q1 | $485K | Sell |
27,542
-228
| -0.8% | -$4.01K | 0.23% | 44 |
|
|
2023
Q4 | $466K | Buy |
+27,770
| New | +$466K | 0.24% | 44 |
|
|
2023
Q3 | – | Sell |
-24,225
| Closed | -$386K | – | 56 |
|
|
2023
Q2 | $386K | Buy |
24,225
+516
| +2% | +$8.23K | 0.22% | 51 |
|
|
2023
Q1 | $456K | Buy |
23,709
+2,552
| +12% | +$49.1K | 0.29% | 46 |
|
|
2022
Q4 | $389K | Buy |
21,157
+84
| +0.4% | +$1.55K | 0.27% | 48 |
|
|
2022
Q3 | $323K | Sell |
21,073
-926
| -4% | -$14.2K | 0.24% | 50 |
|
|
2022
Q2 | $461K | Buy |
21,999
+1,145
| +5% | +$24K | 0.34% | 46 |
|
|
2022
Q1 | $493K | Buy |
+20,854
| New | +$493K | 0.38% | 44 |
|