IWA
IVC Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
8,006
+452
| +6% | +$13.1K | 0.11% | 156 |
|
|
2025
Q1 | $214K | Sell |
7,554
-2,636
| -26% | -$74.5K | 0.11% | 153 |
|
|
2024
Q4 | $232K | Sell |
10,190
-733
| -7% | -$16.7K | 0.13% | 141 |
|
|
2024
Q3 | $240K | Sell |
10,923
-112
| -1% | -$2.46K | 0.13% | 143 |
|
|
2024
Q2 | $211K | Buy |
+11,035
| New | +$211K | 0.12% | 156 |
|
|
2023
Q1 | – | Sell |
-11,044
| Closed | -$203K | – | 154 |
|
|
2022
Q4 | $203K | Sell |
11,044
-1,696
| -13% | -$31.2K | 0.15% | 146 |
|
|
2022
Q3 | $195K | Sell |
12,740
-870
| -6% | -$13.3K | 0.16% | 139 |
|
|
2022
Q2 | $285K | Buy |
13,610
+1,013
| +8% | +$21.2K | 0.22% | 110 |
|
|
2022
Q1 | $298K | Buy |
12,597
+786
| +7% | +$18.6K | 0.2% | 115 |
|
|
2021
Q4 | $291K | Sell |
11,811
-219
| -2% | -$5.4K | 0.19% | 110 |
|
|
2021
Q3 | $325K | Sell |
12,030
-1,092
| -8% | -$29.5K | 0.22% | 104 |
|
|
2021
Q2 | $378K | Sell |
13,122
-19,630
| -60% | -$565K | 0.27% | 97 |
|
|
2021
Q1 | $991K | Buy |
32,752
+1,547
| +5% | +$46.8K | 0.78% | 34 |
|
|
2020
Q4 | $897K | Buy |
+31,205
| New | +$897K | 0.86% | 32 |
|