IAS
IMA Advisory Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
1,071
+60
| +6% | +$1.74K | ﹤0.01% | 255 |
|
|
2025
Q1 | $28.6K | Buy |
+1,011
| New | +$28.6K | ﹤0.01% | 260 |
|
|
2024
Q4 | – | Sell |
-1,011
| Closed | -$22.2K | – | 268 |
|
|
2024
Q3 | $22.2K | Buy |
+1,011
| New | +$22.2K | ﹤0.01% | 217 |
|
|
2023
Q4 | – | Sell |
-194
| Closed | -$2.91K | – | 246 |
|
|
2023
Q3 | $2.91K | Hold |
194
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $3.1K | Hold |
194
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $3.74K | Sell |
194
-10,099
| -98% | -$194K | ﹤0.01% | 269 |
|
|
2022
Q4 | $189K | Hold |
10,293
| – | – | 0.05% | 137 |
|
|
2022
Q3 | $158K | Hold |
10,293
| – | – | 0.04% | 138 |
|
|
2022
Q2 | $216K | Hold |
10,293
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $243K | Hold |
10,293
| – | – | 0.06% | 114 |
|
|
2021
Q4 | $253K | Hold |
10,293
| – | – | 0.06% | 120 |
|
|
2021
Q3 | $278K | Hold |
10,293
| – | – | 0.07% | 113 |
|
|
2021
Q2 | $296K | Hold |
10,293
| – | – | 0.07% | 110 |
|
|
2021
Q1 | $312K | Hold |
10,293
| – | – | 0.08% | 107 |
|
|
2020
Q4 | $296K | Sell |
10,293
-668
| -6% | -$19.2K | 0.08% | 102 |
|
|
2020
Q3 | $312K | Sell |
10,961
-159
| -1% | -$4.53K | 0.1% | 107 |
|
|
2020
Q2 | $336K | Hold |
11,120
| – | – | 0.12% | 101 |
|
|
2020
Q1 | $324K | Hold |
11,120
| – | – | 0.14% | 92 |
|
|
2019
Q4 | $435K | Hold |
11,120
| – | – | 0.16% | 84 |
|
|
2019
Q3 | $421K | Hold |
11,120
| – | – | 0.16% | 85 |
|
|
2019
Q2 | $373K | Sell |
11,120
-918
| -8% | -$30.8K | 0.14% | 87 |
|
|
2019
Q1 | $378K | Buy |
12,038
+1,332
| +12% | +$41.8K | 0.15% | 87 |
|
|
2018
Q4 | $306K | Sell |
10,706
-23
| -0.2% | -$657 | 0.14% | 93 |
|
|
2018
Q3 | $360K | Sell |
10,729
-105
| -1% | -$3.52K | 0.14% | 95 |
|
|
2018
Q2 | $348K | Buy |
10,834
+64
| +0.6% | +$2.06K | 0.15% | 98 |
|
|
2018
Q1 | $384K | Hold |
10,770
| – | – | 0.17% | 102 |
|
|
2017
Q4 | $419K | Sell |
10,770
-4,228
| -28% | -$164K | 0.19% | 106 |
|
|
2017
Q3 | $587K | Sell |
14,998
-40
| -0.3% | -$1.57K | 0.27% | 94 |
|
|
2017
Q2 | $567K | Hold |
15,038
| – | – | 0.27% | 98 |
|
|
2017
Q1 | $625K | Sell |
15,038
-32,501
| -68% | -$1.35M | 0.31% | 96 |
|
|
2016
Q4 | $2.02M | Sell |
47,539
-19,720
| -29% | -$839K | 1.25% | 29 |
|
|
2016
Q3 | $2.73M | Buy |
67,259
+1,350
| +2% | +$54.8K | 1.56% | 23 |
|
|
2016
Q2 | $2.85M | Sell |
65,909
-4,672
| -7% | -$202K | 1.79% | 19 |
|
|
2016
Q1 | $2.74M | Sell |
70,581
-1,260
| -2% | -$49K | 1.59% | 23 |
|
|
2015
Q4 | $2.44M | Sell |
71,841
-11
| -0% | -$374 | 1.48% | 25 |
|
|
2015
Q3 | $2.31M | Sell |
71,852
-1,925
| -3% | -$62K | 1.47% | 29 |
|
|
2015
Q2 | $2.62M | Sell |
73,777
-4,075
| -5% | -$145K | 1.25% | 31 |
|
|
2015
Q1 | $2.54M | Sell |
77,852
-395
| -0.5% | -$12.9K | 1.24% | 32 |
|
|
2014
Q4 | $2.63M | Sell |
78,247
-1,610
| -2% | -$54.1K | 1.36% | 27 |
|
|
2014
Q3 | $2.81M | Buy |
79,857
+3,750
| +5% | +$132K | 1.33% | 20 |
|
|
2014
Q2 | $2.69M | Sell |
76,107
-5,170
| -6% | -$183K | 1.23% | 26 |
|
|
2014
Q1 | $2.85M | Sell |
81,277
-705
| -0.9% | -$24.7K | 1.33% | 18 |
|
|
2013
Q4 | $2.88M | Sell |
81,982
-9,075
| -10% | -$319K | 1.37% | 15 |
|
|
2013
Q3 | $3.08M | Buy |
91,057
+31,780
| +54% | +$1.07M | 1.51% | 13 |
|
|
2013
Q2 | $2.1M | Buy |
+59,277
| New | +$2.1M | 1.14% | 22 |
|