GoalVest Advisory’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.3M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $551K | Buy |
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