Monterey Private Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $422K | Buy |
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