Mills Wealth 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 | $316K | Buy |
10,913
+5
| +0% | +$145 | 0.14% | 51 |
|
|
2025
Q1 | $308K | Buy |
+10,908
| New | +$308K | 0.16% | 51 |
|
|
2024
Q3 | – | Sell |
-13,593
| Closed | -$260K | – | 58 |
|
|
2024
Q2 | $260K | Sell |
13,593
-2,492
| -15% | -$47.6K | 0.19% | 42 |
|
|
2024
Q1 | $283K | Buy |
16,085
+3,348
| +26% | +$58.9K | 0.21% | 41 |
|
|
2023
Q4 | $214K | Hold |
12,737
| – | – | 0.16% | 46 |
|
|
2023
Q3 | $191K | Sell |
12,737
-60
| -0.5% | -$901 | 0.15% | 47 |
|
|
2023
Q2 | $204K | Hold |
12,797
| – | – | 0.16% | 45 |
|
|
2023
Q1 | $246K | Buy |
+12,797
| New | +$246K | 0.2% | 40 |
|