J.W. Coons 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 | $203K | Buy |
+7,028
| New | +$203K | 0.05% | 239 |
|
|
2024
Q4 | – | Sell |
-10,371
| Closed | -$228K | – | 249 |
|
|
2024
Q3 | $228K | Hold |
10,371
| – | – | 0.06% | 219 |
|
|
2024
Q2 | $198K | Hold |
10,371
| – | – | 0.05% | 235 |
|
|
2024
Q1 | $183K | Hold |
10,371
| – | – | 0.04% | 238 |
|
|
2023
Q4 | $174K | Sell |
10,371
-200
| -2% | -$3.36K | 0.05% | 241 |
|
|
2023
Q3 | $159K | Sell |
10,571
-250
| -2% | -$3.76K | 0.05% | 225 |
|
|
2023
Q2 | $173K | Sell |
10,821
-143
| -1% | -$2.28K | 0.05% | 229 |
|
|
2023
Q1 | $211K | Hold |
10,964
| – | – | 0.06% | 229 |
|
|
2022
Q4 | $202K | Sell |
10,964
-561
| -5% | -$10.3K | 0.06% | 225 |
|
|
2022
Q3 | $177K | Buy |
11,525
+250
| +2% | +$3.84K | 0.07% | 209 |
|
|
2022
Q2 | $237K | Sell |
11,275
-3,653
| -24% | -$76.8K | 0.08% | 215 |
|
|
2022
Q1 | $268K | Sell |
14,928
-2,158
| -13% | -$38.7K | 0.08% | 212 |
|
|
2021
Q4 | $317K | Sell |
17,086
-66
| -0.4% | -$1.23K | 0.1% | 187 |
|
|
2021
Q3 | $350K | Sell |
17,152
-4,773
| -22% | -$97.4K | 0.12% | 166 |
|
|
2021
Q2 | $478K | Sell |
21,925
-6,301
| -22% | -$137K | 0.17% | 145 |
|
|
2021
Q1 | $644K | Sell |
28,226
-3,996
| -12% | -$91.2K | 0.23% | 116 |
|
|
2020
Q4 | $704K | Sell |
32,222
-3,448
| -10% | -$75.3K | 0.27% | 100 |
|
|
2020
Q3 | $773K | Sell |
35,670
-1,123
| -3% | -$24.3K | 0.32% | 85 |
|
|
2020
Q2 | $839K | Buy |
36,793
+5,790
| +19% | +$132K | 0.37% | 75 |
|
|
2020
Q1 | $687K | Buy |
+31,003
| New | +$687K | 0.36% | 78 |
|