Integrated Wealth Concepts’s AT&T T Stock Holding History

Integrated Wealth Concepts’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.72M	Buy	301,287 +629	+0.2%	+$18.2K	0.09%	217
2025 Q1	$8.5M	Buy	300,658 +26,410	+10%	+$747K	0.1%	193
2024 Q4	$6.24M	Buy	274,248 +9,498	+4%	+$216K	0.07%	255
2024 Q3	$5.82M	Sell	264,750 -5,843	-2%	-$129K	0.07%	251
2024 Q2	$5.17M	Buy	270,593 +7,138	+3%	+$136K	0.07%	260
2024 Q1	$4.64M	Sell	263,455 -7,130	-3%	-$125K	0.07%	279
2023 Q4	$4.54M	Sell	270,585 -110,062	-29%	-$1.85M	0.07%	252
2023 Q3	$5.72M	Sell	380,647 -14,085	-4%	-$212K	0.1%	209
2023 Q2	$6.3M	Buy	394,732 +1,066	+0.3%	+$17K	0.11%	199
2023 Q1	$7.58M	Buy	393,666 +224,591	+133%	+$4.32M	0.16%	143
2022 Q4	$3.11M	Buy	169,075 +6,038	+4%	+$111K	0.08%	219
2022 Q3	$2.5M	Sell	163,037 -7,128	-4%	-$109K	0.08%	231
2022 Q2	$3.57M	Sell	170,165 -100,396	-37%	-$2.1M	0.11%	180
2022 Q1	$4.83M	Buy	270,561 +4,217	+2%	+$75.3K	0.15%	133
2021 Q4	$4.95M	Sell	266,344 -90,538	-25%	-$1.68M	0.15%	123
2021 Q3	$7.28M	Buy	356,882 +32,317	+10%	+$659K	0.24%	88
2021 Q2	$7.06M	Buy	324,565 +1,755	+0.5%	+$38.1K	0.25%	88
2021 Q1	$7.38M	Buy	322,810 +118,522	+58%	+$2.71M	0.3%	73
2020 Q4	$4.44M	Sell	204,288 -36,017	-15%	-$782K	0.21%	86
2020 Q3	$5.18M	Buy	240,305 +32,794	+16%	+$706K	0.32%	66
2020 Q2	$4.74M	Buy	207,511 +25,690	+14%	+$587K	0.34%	60
2020 Q1	$4M	Buy	181,821 +22,945	+14%	+$505K	0.37%	58
2019 Q4	$4.69M	Buy	158,876 +53,458	+51%	+$1.58M	0.4%	56
2019 Q3	$3.01M	Buy	105,418 +21,122	+25%	+$604K	0.34%	60
2019 Q2	$2.07M	Buy	84,296 +15,550	+23%	+$382K	0.27%	76
2019 Q1	$1.63M	Buy	68,746 +32,291	+89%	+$765K	0.28%	76
2018 Q4	$786K	Buy	36,455 +11,459	+46%	+$247K	0.21%	94
2018 Q3	$632K	Buy	24,996 +2,410	+11%	+$60.9K	0.19%	101
2018 Q2	$549K	Buy	22,586 +1,814	+9%	+$44.1K	0.19%	104
2018 Q1	$551K	Buy	20,772 +1,823	+10%	+$48.4K	0.22%	93
2017 Q4	$547K	Buy	+18,949	New	+$547K	0.23%	85