FMWA
Forvis Mazars Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,165
| Closed | -$316K | – | 408 |
|
|
2025
Q1 | $316K | Sell |
11,165
-26,845
| -71% | -$759K | 0.01% | 342 |
|
|
2024
Q4 | $865K | Sell |
38,010
-1,001
| -3% | -$22.8K | 0.02% | 241 |
|
|
2024
Q3 | $858K | Buy |
+39,011
| New | +$858K | 0.02% | 247 |
|
|
2023
Q3 | – | Sell |
-36,868
| Closed | -$588K | – | 407 |
|
|
2023
Q2 | $588K | Buy |
36,868
+8,831
| +31% | +$141K | 0.02% | 270 |
|
|
2023
Q1 | $540K | Buy |
+28,037
| New | +$540K | 0.02% | 259 |
|
|
2022
Q4 | – | Sell |
-30,366
| Closed | -$466K | – | 401 |
|
|
2022
Q3 | $466K | Buy |
+30,366
| New | +$466K | 0.02% | 261 |
|
|
2015
Q3 | – | Sell |
-30,798
| Closed | -$1.09M | – | 197 |
|
|
2015
Q2 | $1.09M | Sell |
30,798
-869
| -3% | -$30.9K | 0.16% | 72 |
|
|
2015
Q1 | $1.03M | Buy |
31,667
+6,272
| +25% | +$205K | 0.15% | 77 |
|
|
2014
Q4 | $853K | Buy |
25,395
+1,175
| +5% | +$39.5K | 0.14% | 78 |
|
|
2014
Q3 | $854K | Sell |
24,220
-180
| -0.7% | -$6.35K | 0.15% | 75 |
|
|
2014
Q2 | $863K | Sell |
24,400
-2,133
| -8% | -$75.4K | 0.15% | 74 |
|
|
2014
Q1 | $931K | Sell |
26,533
-649
| -2% | -$22.8K | 0.16% | 81 |
|
|
2013
Q4 | $956K | Buy |
27,182
+1,829
| +7% | +$64.3K | 0.18% | 77 |
|
|
2013
Q3 | $857K | Buy |
25,353
+16,609
| +190% | +$561K | 0.18% | 80 |
|
|
2013
Q2 | $310K | Buy |
+8,744
| New | +$310K | 0.25% | 78 |
|