Icon 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 | $1.2M | Buy |
41,371
+7,304
| +21% | +$211K | 0.09% | 153 |
|
|
2025
Q1 | $963K | Sell |
34,067
-32,122
| -49% | -$908K | 0.08% | 152 |
|
|
2024
Q4 | $1.51M | Buy |
66,189
+4,859
| +8% | +$111K | 0.12% | 122 |
|
|
2024
Q3 | $1.35M | Buy |
61,330
+10,281
| +20% | +$226K | 0.11% | 131 |
|
|
2024
Q2 | $983K | Buy |
51,049
+8,962
| +21% | +$173K | 0.09% | 149 |
|
|
2024
Q1 | $741K | Buy |
42,087
+17,965
| +74% | +$316K | 0.07% | 160 |
|
|
2023
Q4 | $405K | Buy |
+24,122
| New | +$405K | 0.04% | 220 |
|
|
2022
Q4 | $310K | Buy |
16,853
+1,487
| +10% | +$27.4K | 0.04% | 247 |
|
|
2022
Q3 | $236K | Buy |
+15,366
| New | +$236K | 0.03% | 273 |
|