Mosaic Family Wealth Partners’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 | $380K | Sell |
13,136
-2,090
| -14% | -$60.5K | 0.05% | 153 |
|
|
2025
Q1 | $431K | Sell |
15,226
-4,401
| -22% | -$124K | 0.06% | 141 |
|
|
2024
Q4 | $447K | Buy |
19,627
+3,180
| +19% | +$72.4K | 0.06% | 134 |
|
|
2024
Q3 | $362K | Sell |
16,447
-772
| -4% | -$17K | 0.05% | 142 |
|
|
2024
Q2 | $329K | Sell |
17,219
-1,008
| -6% | -$19.3K | 0.05% | 145 |
|
|
2024
Q1 | $321K | Sell |
18,227
-1,587
| -8% | -$27.9K | 0.05% | 151 |
|
|
2023
Q4 | $332K | Sell |
19,814
-4,618
| -19% | -$77.5K | 0.06% | 135 |
|
|
2023
Q3 | $367K | Buy |
24,432
+72
| +0.3% | +$1.08K | 0.07% | 125 |
|
|
2023
Q2 | $389K | Sell |
24,360
-270
| -1% | -$4.31K | 0.08% | 120 |
|
|
2023
Q1 | $474K | Sell |
24,630
-675
| -3% | -$13K | 0.1% | 105 |
|
|
2022
Q4 | $466K | Buy |
+25,305
| New | +$466K | 0.13% | 105 |
|