OHWA
Oak Hill Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
34,512
+11,265
| +48% | +$319K | 0.2% | 61 |
|
|
2025
Q1 | $657K | Buy |
23,247
+333
| +1% | +$9.42K | 0.15% | 68 |
|
|
2024
Q4 | $522K | Buy |
+22,914
| New | +$522K | 0.12% | 84 |
|
|
2024
Q3 | – | Sell |
-28,273
| Closed | -$540K | – | 88 |
|
|
2024
Q2 | $540K | Buy |
+28,273
| New | +$540K | 0.16% | 61 |
|
|
2024
Q1 | – | Sell |
-37,121
| Closed | -$623K | – | 81 |
|
|
2023
Q4 | $623K | Sell |
37,121
-3,725
| -9% | -$62.5K | 0.21% | 50 |
|
|
2023
Q3 | $614K | Sell |
40,846
-3,988
| -9% | -$59.9K | 0.24% | 52 |
|
|
2023
Q2 | $716K | Buy |
44,834
+1,400
| +3% | +$22.3K | 0.26% | 49 |
|
|
2023
Q1 | $837K | Sell |
43,434
-3,926
| -8% | -$75.6K | 0.33% | 46 |
|
|
2022
Q4 | $872K | Buy |
+47,360
| New | +$872K | 0.36% | 43 |
|