Omnia Family Wealth’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 | $338K | Buy |
11,673
+1,256
| +12% | +$36.3K | 0.12% | 60 |
|
|
2025
Q1 | $295K | Buy |
+10,417
| New | +$295K | 0.12% | 62 |
|
|
2021
Q1 | – | Sell |
-15,940
| Closed | -$346K | – | 74 |
|
|
2020
Q4 | $346K | Buy |
15,940
+2,905
| +22% | +$63.1K | 0.32% | 53 |
|
|
2020
Q3 | $281K | Sell |
13,035
-11,979
| -48% | -$258K | 0.27% | 53 |
|
|
2020
Q2 | $571K | Buy |
25,014
+358
| +1% | +$8.17K | 0.56% | 29 |
|
|
2020
Q1 | $543K | Buy |
24,656
+1,588
| +7% | +$35K | 0.56% | 33 |
|
|
2019
Q4 | $681K | Buy |
23,068
+2,649
| +13% | +$78.2K | 0.31% | 43 |
|
|
2019
Q3 | $584K | Buy |
20,419
+1,285
| +7% | +$36.8K | 0.43% | 40 |
|
|
2019
Q2 | $484K | Sell |
19,134
-289
| -1% | -$7.31K | 0.24% | 47 |
|
|
2019
Q1 | $460K | Sell |
19,423
-3,788
| -16% | -$89.7K | 0.23% | 47 |
|
|
2018
Q4 | $500K | Sell |
23,211
-842
| -4% | -$18.1K | 0.27% | 45 |
|
|
2018
Q3 | $610K | Sell |
24,053
-653
| -3% | -$16.6K | 0.28% | 39 |
|
|
2018
Q2 | $599K | Sell |
24,706
-316
| -1% | -$7.66K | 0.28% | 38 |
|
|
2018
Q1 | $674K | Sell |
25,022
-849
| -3% | -$22.9K | 0.31% | 35 |
|
|
2017
Q4 | $760K | Buy |
25,871
+990
| +4% | +$29.1K | 0.35% | 30 |
|
|
2017
Q3 | $736K | Sell |
24,881
-651
| -3% | -$19.3K | 0.36% | 29 |
|
|
2017
Q2 | $728K | Sell |
25,532
-3,326
| -12% | -$94.8K | 0.35% | 29 |
|
|
2017
Q1 | $906K | Buy |
28,858
+898
| +3% | +$28.2K | 0.44% | 25 |
|
|
2016
Q4 | $898K | Buy |
+27,960
| New | +$898K | 0.45% | 25 |
|