ONSWM
Old North State Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
10,273
-1,363
| -12% | -$39.5K | 0.16% | 98 |
|
|
2025
Q1 | $329K | Buy |
+11,636
| New | +$329K | 0.18% | 88 |
|
|
2023
Q3 | – | Sell |
-224,689
| Closed | -$3.58M | – | 75 |
|
|
2023
Q2 | $3.58M | Buy |
224,689
+5,785
| +3% | +$92.3K | 3.14% | 8 |
|
|
2023
Q1 | $4.22M | Buy |
218,904
+18,411
| +9% | +$355K | 3.94% | 4 |
|
|
2022
Q4 | $3.69M | Sell |
200,493
-50,671
| -20% | -$933K | 3.71% | 6 |
|
|
2022
Q3 | $3.85M | Buy |
251,164
+3,023
| +1% | +$46.4K | 4.45% | 5 |
|
|
2022
Q2 | $5.2M | Buy |
248,141
+47,744
| +24% | +$1M | 5.92% | 2 |
|
|
2022
Q1 | $4.74M | Buy |
200,397
+28,678
| +17% | +$678K | 4.73% | 4 |
|
|
2021
Q4 | $4.23M | Buy |
+171,719
| New | +$4.23M | 4.26% | 7 |
|