Mount Yale Investment 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 | $961K | Buy |
33,204
+9,926
| +43% | +$287K | 0.08% | 211 |
|
|
2025
Q1 | $658K | Sell |
23,278
-7,689
| -25% | -$217K | 0.06% | 270 |
|
|
2024
Q4 | $705K | Buy |
30,967
+1,476
| +5% | +$33.6K | 0.06% | 274 |
|
|
2024
Q3 | $649K | Sell |
29,491
-1,252
| -4% | -$27.5K | 0.06% | 287 |
|
|
2024
Q2 | $588K | Sell |
30,743
-644
| -2% | -$12.3K | 0.05% | 312 |
|
|
2024
Q1 | $552K | Buy |
31,387
+1,687
| +6% | +$29.7K | 0.04% | 333 |
|
|
2023
Q4 | $498K | Buy |
29,700
+8,072
| +37% | +$135K | 0.05% | 319 |
|
|
2023
Q3 | $325K | Buy |
21,628
+659
| +3% | +$9.9K | 0.04% | 378 |
|
|
2023
Q2 | $334K | Buy |
20,969
+385
| +2% | +$6.14K | 0.04% | 369 |
|
|
2023
Q1 | $396K | Buy |
+20,584
| New | +$396K | 0.04% | 332 |
|
|
2022
Q4 | – | Sell |
-305,477
| Closed | -$4.69M | – | 490 |
|
|
2022
Q3 | $4.69M | Buy |
305,477
+29,580
| +11% | +$454K | 0.62% | 34 |
|
|
2022
Q2 | $5.78M | Sell |
275,897
-51,739
| -16% | -$1.08M | 0.73% | 25 |
|
|
2022
Q1 | $5.85M | Buy |
327,636
+73,927
| +29% | +$1.32M | 0.64% | 30 |
|
|
2021
Q4 | $4.71M | Sell |
253,709
-10,267
| -4% | -$191K | 0.49% | 48 |
|
|
2021
Q3 | $5.39M | Buy |
263,976
+21,378
| +9% | +$436K | 0.62% | 33 |
|
|
2021
Q2 | $5.27M | Buy |
242,598
+2,574
| +1% | +$55.9K | 0.64% | 35 |
|
|
2021
Q1 | $5.49M | Sell |
240,024
-4,115
| -2% | -$94.1K | 0.72% | 32 |
|
|
2020
Q4 | $5.3M | Buy |
244,139
+30,933
| +15% | +$672K | 0.74% | 27 |
|
|
2020
Q3 | $4.59M | Sell |
213,206
-4,123
| -2% | -$88.8K | 0.65% | 30 |
|
|
2020
Q2 | $4.96M | Sell |
217,329
-32
| -0% | -$731 | 0.89% | 24 |
|
|
2020
Q1 | $4.79M | Buy |
+217,361
| New | +$4.79M | 1.08% | 19 |
|
|
2019
Q2 | – | Sell |
-10,115
| Closed | -$240K | – | 326 |
|
|
2019
Q1 | $240K | Sell |
10,115
-427
| -4% | -$10.1K | 0.05% | 277 |
|
|
2018
Q4 | $237K | Sell |
10,542
-3,172
| -23% | -$71.3K | 0.05% | 280 |
|
|
2018
Q3 | $322K | Sell |
13,714
-7,101
| -34% | -$167K | 0.06% | 242 |
|
|
2018
Q2 | $505K | Buy |
20,815
+8,809
| +73% | +$214K | 0.1% | 171 |
|
|
2018
Q1 | $323K | Buy |
+12,006
| New | +$323K | 0.07% | 238 |
|