New World 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 | $502K | Buy |
17,358
+7,033
| +68% | +$204K | 0.11% | 33 |
|
|
2025
Q1 | $292K | Buy |
10,325
+483
| +5% | +$13.7K | 0.07% | 59 |
|
|
2024
Q4 | $224K | Hold |
9,842
| – | – | 0.05% | 65 |
|
|
2024
Q3 | $217K | Buy |
+9,842
| New | +$217K | 0.06% | 74 |
|
|
2023
Q4 | – | Sell |
-12,451
| Closed | -$187K | – | 71 |
|
|
2023
Q3 | $187K | Buy |
+12,451
| New | +$187K | 0.07% | 59 |
|
|
2022
Q4 | – | Sell |
-19,242
| Closed | -$295K | – | 72 |
|
|
2022
Q3 | $295K | Sell |
19,242
-500
| -3% | -$7.67K | 0.14% | 38 |
|
|
2022
Q2 | $403K | Sell |
19,742
-10,236
| -34% | -$209K | 0.22% | 27 |
|
|
2022
Q1 | $458K | Hold |
29,978
| – | – | 0.24% | 23 |
|
|
2021
Q4 | $557K | Hold |
29,978
| – | – | 0.26% | 26 |
|
|
2021
Q3 | $577K | Buy |
+29,978
| New | +$577K | 0.27% | 20 |
|
|
2021
Q2 | – | Sell |
-11,707
| Closed | -$268K | – | 108 |
|
|
2021
Q1 | $268K | Sell |
11,707
-662
| -5% | -$15.2K | 0.15% | 22 |
|
|
2020
Q4 | $266K | Buy |
12,369
+662
| +6% | +$14.2K | 0.17% | 23 |
|
|
2020
Q3 | $254K | Hold |
11,707
| – | – | 0.16% | 23 |
|
|
2020
Q2 | $264K | Hold |
11,707
| – | – | 0.18% | 19 |
|
|
2020
Q1 | $346K | Hold |
11,707
| – | – | 0.21% | 14 |
|
|
2019
Q4 | $346K | Hold |
11,707
| – | – | 0.21% | 14 |
|
|
2019
Q3 | $335K | Hold |
11,707
| – | – | 0.23% | 13 |
|
|
2019
Q2 | $296K | Hold |
11,707
| – | – | 0.21% | 12 |
|
|
2019
Q1 | $277K | Buy |
+11,707
| New | +$277K | 0.2% | 13 |
|