One Wealth 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 | $494K | Sell |
17,085
-562
| -3% | -$16.3K | 0.07% | 157 |
|
|
2025
Q1 | $499K | Buy |
17,647
+586
| +3% | +$16.6K | 0.07% | 149 |
|
|
2024
Q4 | $388K | Buy |
17,061
+1,197
| +8% | +$27.3K | 0.06% | 153 |
|
|
2024
Q3 | $349K | Buy |
+15,864
| New | +$349K | 0.05% | 175 |
|
|
2023
Q1 | – | Sell |
-12,380
| Closed | -$228K | – | 551 |
|
|
2022
Q4 | $228K | Sell |
12,380
-1,377
| -10% | -$25.4K | 0.05% | 169 |
|
|
2022
Q3 | $211K | Sell |
13,757
-1,210
| -8% | -$18.6K | 0.07% | 157 |
|
|
2022
Q2 | $314K | Sell |
14,967
-3,106
| -17% | -$65.2K | 0.08% | 127 |
|
|
2022
Q1 | $323K | Buy |
+18,073
| New | +$323K | 0.08% | 136 |
|
|
2021
Q4 | – | Sell |
-18,590
| Closed | -$379K | – | 213 |
|
|
2021
Q3 | $379K | Sell |
18,590
-141
| -0.8% | -$2.88K | 0.11% | 116 |
|
|
2021
Q2 | $407K | Buy |
18,731
+5,450
| +41% | +$118K | 0.13% | 89 |
|
|
2021
Q1 | $304K | Buy |
+13,281
| New | +$304K | 0.12% | 104 |
|
|
2020
Q4 | – | Sell |
-9,561
| Closed | -$206K | – | 137 |
|
|
2020
Q3 | $206K | Sell |
9,561
-876
| -8% | -$18.9K | 0.14% | 80 |
|
|
2020
Q2 | $238K | Sell |
10,437
-1,311
| -11% | -$29.9K | 0.19% | 65 |
|
|
2020
Q1 | $259K | Buy |
+11,748
| New | +$259K | 0.26% | 57 |
|