GeoWealth 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 | $918K | Buy |
31,734
+4,991
| +19% | +$144K | 0.04% | 275 |
|
|
2025
Q1 | $756K | Sell |
26,743
-39,947
| -60% | -$1.13M | 0.03% | 331 |
|
|
2024
Q4 | $1.52M | Buy |
66,690
+3,430
| +5% | +$78.1K | 0.05% | 214 |
|
|
2024
Q3 | $1.39M | Buy |
63,260
+9,152
| +17% | +$201K | 0.05% | 236 |
|
|
2024
Q2 | $1.03M | Buy |
54,108
+5,102
| +10% | +$97.5K | 0.05% | 266 |
|
|
2024
Q1 | $863K | Buy |
49,006
+8,100
| +20% | +$143K | 0.03% | 327 |
|
|
2023
Q4 | $686K | Buy |
40,906
+31,525
| +336% | +$529K | 0.06% | 272 |
|
|
2023
Q3 | $141K | Sell |
9,381
-7,423
| -44% | -$112K | 0.02% | 313 |
|
|
2023
Q2 | $269K | Sell |
16,804
-696
| -4% | -$11.1K | 0.03% | 220 |
|
|
2023
Q1 | $337K | Sell |
17,500
-1,491
| -8% | -$28.7K | 0.04% | 167 |
|
|
2022
Q4 | $350K | Sell |
18,991
-298
| -2% | -$5.49K | 0.04% | 174 |
|
|
2022
Q3 | $295K | Buy |
19,289
+786
| +4% | +$12K | 0.03% | 201 |
|
|
2022
Q2 | $388K | Sell |
18,503
-7,867
| -30% | -$165K | 0.05% | 185 |
|
|
2022
Q1 | $471K | Sell |
26,370
-4,094
| -13% | -$73.1K | 0.04% | 214 |
|
|
2021
Q4 | $565K | Buy |
30,464
+11,441
| +60% | +$212K | 0.05% | 194 |
|
|
2021
Q3 | $388K | Sell |
19,023
-94
| -0.5% | -$1.92K | 0.03% | 243 |
|
|
2021
Q2 | $416K | Buy |
19,117
+2,812
| +17% | +$61.2K | 0.05% | 165 |
|
|
2021
Q1 | $373K | Buy |
16,305
+731
| +5% | +$16.7K | 0.06% | 148 |
|
|
2020
Q4 | $338K | Sell |
15,574
-477
| -3% | -$10.4K | 0.05% | 168 |
|
|
2020
Q3 | $353K | Sell |
16,051
-2,583
| -14% | -$56.8K | 0.11% | 109 |
|
|
2020
Q2 | $426K | Buy |
+18,634
| New | +$426K | 0.18% | 100 |
|
|
2019
Q4 | – | Sell |
-42,228
| Closed | -$1.21M | – | 206 |
|
|
2019
Q3 | $1.21M | Buy |
+42,228
| New | +$1.21M | 0.27% | 55 |
|