HCR Wealth Advisors’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 | $207K | Sell |
7,149
-64
| -0.9% | -$1.85K | 0.02% | 226 |
|
|
2025
Q1 | $204K | Buy |
+7,213
| New | +$204K | 0.03% | 222 |
|
|
2023
Q1 | – | Sell |
-10,039
| Closed | -$185K | – | 181 |
|
|
2022
Q4 | $185K | Hold |
10,039
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $154K | Buy |
10,039
+5
| +0% | +$77 | 0.03% | 161 |
|
|
2022
Q2 | $210K | Sell |
10,034
-3,959
| -28% | -$82.9K | 0.04% | 165 |
|
|
2022
Q1 | $250K | Sell |
13,993
-768
| -5% | -$13.7K | 0.04% | 162 |
|
|
2021
Q4 | $274K | Sell |
14,761
-101
| -0.7% | -$1.88K | 0.04% | 171 |
|
|
2021
Q3 | $303K | Hold |
14,862
| – | – | 0.05% | 165 |
|
|
2021
Q2 | $323K | Sell |
14,862
-496
| -3% | -$10.8K | 0.06% | 153 |
|
|
2021
Q1 | $351K | Sell |
15,358
-33,674
| -69% | -$770K | 0.07% | 145 |
|
|
2020
Q4 | $1.07M | Sell |
49,032
-5,468
| -10% | -$119K | 0.22% | 87 |
|
|
2020
Q3 | $1.17M | Buy |
54,500
+1,986
| +4% | +$42.6K | 0.27% | 73 |
|
|
2020
Q2 | $1.19M | Buy |
52,514
+31
| +0.1% | +$701 | 0.28% | 63 |
|
|
2020
Q1 | $1.16M | Sell |
52,483
-5,610
| -10% | -$124K | 0.33% | 55 |
|
|
2019
Q4 | $1.72M | Buy |
58,093
+30,619
| +111% | +$904K | 0.42% | 46 |
|
|
2019
Q3 | $783K | Sell |
27,474
-28,658
| -51% | -$817K | 0.26% | 69 |
|
|
2019
Q2 | $1.42M | Buy |
56,132
+267
| +0.5% | +$6.76K | 0.4% | 48 |
|
|
2019
Q1 | $1.32M | Buy |
55,865
+19,413
| +53% | +$458K | 0.38% | 53 |
|
|
2018
Q4 | $786K | Buy |
+36,452
| New | +$786K | 0.25% | 79 |
|
|
2018
Q3 | – | Sell |
-33,402
| Closed | -$811K | – | 175 |
|
|
2018
Q2 | $811K | Buy |
33,402
+2,132
| +7% | +$51.8K | 0.27% | 84 |
|
|
2018
Q1 | $842K | Buy |
31,270
+3,082
| +11% | +$83K | 0.29% | 82 |
|
|
2017
Q4 | $828K | Sell |
28,188
-1,860
| -6% | -$54.6K | 0.29% | 80 |
|
|
2017
Q3 | $889K | Buy |
30,048
+5,292
| +21% | +$157K | 0.37% | 69 |
|
|
2017
Q2 | $705K | Sell |
24,756
-122
| -0.5% | -$3.47K | 0.35% | 68 |
|
|
2017
Q1 | $781K | Sell |
24,878
-2,101
| -8% | -$66K | 0.4% | 64 |
|
|
2016
Q4 | $867K | Buy |
+26,979
| New | +$867K | 0.46% | 51 |
|