Moss Adams 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
$714K Buy
24,687
+3,874
+19% +$112K 0.06% 103
2025
Q1
$589K Buy
20,813
+3,822
+22% +$108K 0.06% 100
2024
Q4
$387K Buy
16,991
+1,864
+12% +$42.4K 0.04% 126
2024
Q3
$333K Buy
15,127
+1,678
+12% +$36.9K 0.04% 132
2024
Q2
$257K Buy
13,449
+3,231
+32% +$61.7K 0.04% 138
2024
Q1
$180K Buy
+10,218
New +$180K 0.03% 149