Forza Wealth Management’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 | $948K | Hold |
32,744
| – | – | 0.39% | 65 |
|
|
2025
Q1 | $926K | Buy |
32,744
+550
| +2% | +$15.6K | 0.42% | 60 |
|
|
2024
Q4 | $733K | Hold |
32,194
| – | – | 0.33% | 76 |
|
|
2024
Q3 | $708K | Buy |
32,194
+280
| +0.9% | +$6.16K | 0.32% | 78 |
|
|
2024
Q2 | $610K | Hold |
31,914
| – | – | 0.31% | 86 |
|
|
2024
Q1 | $562K | Hold |
31,914
| – | – | 0.29% | 95 |
|
|
2023
Q4 | $536K | Sell |
31,914
-827
| -3% | -$13.9K | 0.3% | 99 |
|
|
2023
Q3 | $492K | Hold |
32,741
| – | – | 0.25% | 113 |
|
|
2023
Q2 | $522K | Buy |
32,741
+1,267
| +4% | +$20.2K | 0.26% | 108 |
|
|
2023
Q1 | $606K | Buy |
31,474
+4,311
| +16% | +$83K | 0.31% | 97 |
|
|
2022
Q4 | $500K | Buy |
+27,163
| New | +$500K | 0.33% | 83 |
|