OWA
Opal Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
27,546
+12,977
| +89% | +$376K | 0.22% | 50 |
|
|
2025
Q1 | $412K | Buy |
14,569
+1,149
| +9% | +$32.5K | 0.13% | 97 |
|
|
2024
Q4 | $306K | Buy |
13,420
+2,126
| +19% | +$48.4K | 0.09% | 127 |
|
|
2024
Q3 | $248K | Buy |
11,294
+3,955
| +54% | +$87K | 0.08% | 155 |
|
|
2024
Q2 | $140K | Buy |
+7,339
| New | +$140K | 0.05% | 229 |
|
|
2024
Q1 | – | Sell |
-11,554
| Closed | -$194K | – | 362 |
|
|
2023
Q4 | $194K | Sell |
11,554
-2,705
| -19% | -$45.4K | 0.08% | 169 |
|
|
2023
Q3 | $214K | Sell |
14,259
-1,347
| -9% | -$20.2K | 0.13% | 133 |
|
|
2023
Q2 | $249K | Buy |
15,606
+4,322
| +38% | +$68.9K | 0.12% | 122 |
|
|
2023
Q1 | $217K | Buy |
11,284
+651
| +6% | +$12.5K | 0.13% | 104 |
|
|
2022
Q4 | $196K | Buy |
+10,633
| New | +$196K | 0.11% | 121 |
|
|
2021
Q4 | – | Sell |
-17,808
| Closed | -$481K | – | 135 |
|
|
2021
Q3 | $481K | Sell |
17,808
-2,491
| -12% | -$67.3K | 0.46% | 32 |
|
|
2021
Q2 | $584K | Buy |
20,299
+11,107
| +121% | +$320K | 0.54% | 27 |
|
|
2021
Q1 | $278K | Buy |
+9,192
| New | +$278K | 0.3% | 50 |
|