Holistic Financial Partners’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 | $533K | Buy |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $194K | Hold |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $282K | Hold |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | $354K | Hold |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $430K | Sell |
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|
2018
Q3 | $507K | Buy |
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|
2018
Q2 | $476K | Buy |
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|
2018
Q1 | $487K | Sell |
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|
2017
Q4 | $545K | Buy |
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