Independent Solutions Wealth Management’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 | $377K | Buy |
13,031
+3,300
| +34% | +$95.5K | 0.07% | 139 |
|
|
2025
Q1 | $275K | Buy |
+9,731
| New | +$275K | 0.06% | 157 |
|
|
2024
Q2 | – | Sell |
-11,411
| Closed | -$201K | – | 172 |
|
|
2024
Q1 | $201K | Sell |
11,411
-189
| -2% | -$3.33K | 0.05% | 168 |
|
|
2023
Q4 | $195K | Sell |
11,600
-28,951
| -71% | -$486K | 0.05% | 163 |
|
|
2023
Q3 | $609K | Sell |
40,551
-56,126
| -58% | -$843K | 0.16% | 113 |
|
|
2023
Q2 | $1.54M | Buy |
96,677
+9,899
| +11% | +$158K | 0.39% | 62 |
|
|
2023
Q1 | $1.67M | Buy |
86,778
+5,255
| +6% | +$101K | 0.49% | 51 |
|
|
2022
Q4 | $1.5M | Buy |
81,523
+10,813
| +15% | +$199K | 0.46% | 55 |
|
|
2022
Q3 | $1.08M | Buy |
70,710
+15,387
| +28% | +$236K | 0.36% | 70 |
|
|
2022
Q2 | $1.16M | Buy |
55,323
+37,862
| +217% | +$794K | 0.36% | 71 |
|
|
2022
Q1 | $312K | Sell |
17,461
-2,128
| -11% | -$38K | 0.07% | 169 |
|
|
2021
Q4 | $364K | Buy |
19,589
+304
| +2% | +$5.65K | 0.09% | 165 |
|
|
2021
Q3 | $393K | Sell |
19,285
-1,070
| -5% | -$21.8K | 0.1% | 156 |
|
|
2021
Q2 | $442K | Sell |
20,355
-11,160
| -35% | -$243K | 0.11% | 140 |
|
|
2021
Q1 | $721K | Buy |
31,515
+197
| +0.6% | +$4.5K | 0.2% | 96 |
|
|
2020
Q4 | $680K | Sell |
31,318
-4,836
| -13% | -$105K | 0.21% | 92 |
|
|
2020
Q3 | $779K | Sell |
36,154
-4,388
| -11% | -$94.5K | 0.3% | 69 |
|
|
2020
Q2 | $926K | Sell |
40,542
-4,764
| -11% | -$109K | 0.4% | 52 |
|
|
2020
Q1 | $997K | Sell |
45,306
-2,947
| -6% | -$64.9K | 0.55% | 40 |
|
|
2019
Q4 | $1.42M | Buy |
+48,253
| New | +$1.42M | 0.63% | 34 |
|