PFWA
Paces Ferry Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
11,917
-190
| -2% | -$5.5K | 0.16% | 82 |
|
|
2025
Q1 | $342K | Sell |
12,107
-381
| -3% | -$10.8K | 0.17% | 82 |
|
|
2024
Q4 | $284K | Buy |
12,488
+74
| +0.6% | +$1.69K | 0.14% | 97 |
|
|
2024
Q3 | $273K | Sell |
12,414
-600
| -5% | -$13.2K | 0.16% | 94 |
|
|
2024
Q2 | $249K | Buy |
13,014
+31
| +0.2% | +$592 | 0.15% | 96 |
|
|
2024
Q1 | $229K | Buy |
+12,983
| New | +$229K | 0.15% | 97 |
|
|
2023
Q4 | – | Sell |
-11,743
| Closed | -$176K | – | 115 |
|
|
2023
Q3 | $176K | Buy |
11,743
+1,507
| +15% | +$22.6K | 0.14% | 101 |
|
|
2023
Q2 | $163K | Sell |
10,236
-5,280
| -34% | -$84.2K | 0.12% | 106 |
|
|
2023
Q1 | $299K | Buy |
15,516
+1,094
| +8% | +$21.1K | 0.24% | 86 |
|
|
2022
Q4 | $266K | Sell |
14,422
-794
| -5% | -$14.6K | 0.26% | 84 |
|
|
2022
Q3 | $233K | Sell |
15,216
-1,336
| -8% | -$20.5K | 0.25% | 82 |
|
|
2022
Q2 | $347K | Buy |
16,552
+1,168
| +8% | +$24.5K | 0.34% | 68 |
|
|
2022
Q1 | $364K | Buy |
+15,384
| New | +$364K | 0.29% | 73 |
|
|
2021
Q4 | – | Sell |
-14,817
| Closed | -$400K | – | 121 |
|
|
2021
Q3 | $400K | Sell |
14,817
-501
| -3% | -$13.5K | 0.32% | 70 |
|
|
2021
Q2 | $441K | Buy |
15,318
+445
| +3% | +$12.8K | 0.34% | 71 |
|
|
2021
Q1 | $450K | Buy |
14,873
+2,442
| +20% | +$73.9K | 0.39% | 60 |
|
|
2020
Q4 | $358K | Sell |
12,431
-1,756
| -12% | -$50.6K | 0.33% | 70 |
|
|
2020
Q3 | $404K | Buy |
+14,187
| New | +$404K | 0.35% | 65 |
|