IWA
IBEX Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
592,694
+36,892
| +7% | +$1.07M | 1.83% | 9 |
|
|
2025
Q1 | $15.7M | Buy |
555,802
+4,980
| +0.9% | +$141K | 2.08% | 12 |
|
|
2024
Q4 | $12.5M | Buy |
+550,822
| New | +$12.5M | 1.48% | 14 |
|
|
2024
Q3 | – | Sell |
-498,268
| Closed | -$9.52M | – | 252 |
|
|
2024
Q2 | $9.52M | Buy |
498,268
+148,945
| +43% | +$2.85M | 1.49% | 17 |
|
|
2024
Q1 | $6.43M | Buy |
349,323
+348,765
| +62,503% | +$6.42M | 1.74% | 22 |
|
|
2023
Q4 | $9.36K | Sell |
558
-101,722
| -99% | -$1.71M | 2.04% | 10 |
|
|
2023
Q3 | $1.54M | Buy |
+102,280
| New | +$1.54M | 0.39% | 65 |
|
|
2023
Q1 | $8.47M | Buy |
439,774
+90,451
| +26% | +$1.74M | 2.2% | 10 |
|
|
2022
Q4 | $6.43M | Buy |
349,323
+73,444
| +27% | +$1.35M | 1.45% | 23 |
|
|
2022
Q3 | $4.23M | Sell |
275,879
-2,882
| -1% | -$44.2K | 1.1% | 30 |
|
|
2022
Q2 | $5.84M | Buy |
+278,761
| New | +$5.84M | 1.35% | 26 |
|
|
2021
Q4 | – | Sell |
-247,006
| Closed | -$6.67M | – | 405 |
|
|
2021
Q3 | $6.67M | Buy |
247,006
+2,783
| +1% | +$75.2K | 1.28% | 16 |
|
|
2021
Q2 | $7.03M | Sell |
244,223
-2,096
| -0.9% | -$60.3K | 1.41% | 13 |
|
|
2021
Q1 | $7.46M | Buy |
246,319
+3,026
| +1% | +$91.6K | 1.84% | 10 |
|
|
2020
Q4 | $7M | Buy |
243,293
+2,870
| +1% | +$82.5K | 1.83% | 11 |
|
|
2020
Q3 | $6.85M | Buy |
240,423
+2,194
| +0.9% | +$62.5K | 1.99% | 10 |
|
|
2020
Q2 | $7.2M | Buy |
238,229
+1,087
| +0.5% | +$32.9K | 2.31% | 6 |
|
|
2020
Q1 | $6.91M | Buy |
237,142
+34,256
| +17% | +$998K | 2.69% | 4 |
|
|
2019
Q4 | $7.93M | Buy |
202,886
+9,705
| +5% | +$379K | 2.43% | 7 |
|
|
2019
Q3 | $7.31M | Buy |
193,181
+3,741
| +2% | +$142K | 2.43% | 9 |
|
|
2019
Q2 | $6.35M | Buy |
189,440
+6,549
| +4% | +$219K | 1.83% | 10 |
|
|
2019
Q1 | $5.74M | Buy |
182,891
+55,816
| +44% | +$1.75M | 2.01% | 11 |
|
|
2018
Q4 | $3.63M | Sell |
127,075
-71,330
| -36% | -$2.04M | 1.66% | 17 |
|
|
2018
Q3 | $6.64M | Buy |
198,405
+1,493
| +0.8% | +$50K | 2.38% | 6 |
|
|
2018
Q2 | $6.91M | Hold |
196,912
| – | – | 2.77% | 3 |
|
|
2018
Q1 | $6.91M | Sell |
196,912
-629
| -0.3% | -$22.1K | 2.8% | 3 |
|
|
2017
Q4 | $7.56M | Sell |
197,541
-6,771
| -3% | -$259K | 3.34% | 3 |
|
|
2017
Q3 | $7.83M | Sell |
204,312
-1,383
| -0.7% | -$53K | 2.9% | 3 |
|
|
2017
Q2 | $7.58M | Buy |
205,695
+373
| +0.2% | +$13.7K | 2.98% | 2 |
|
|
2017
Q1 | $8.52M | Buy |
205,322
+20,695
| +11% | +$859K | 5.26% | 2 |
|
|
2016
Q4 | $7.65M | Sell |
184,627
-27,791
| -13% | -$1.15M | 3.66% | 2 |
|
|
2016
Q3 | $8.63M | Buy |
+212,418
| New | +$8.63M | 4.73% | 1 |
|