Pacific Capital 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
Q1 | – | Sell |
-515
| Closed | -$11.7K | – | 342 |
|
|
2024
Q4 | $11.7K | Hold |
515
| – | – | ﹤0.01% | 260 |
|
|
2024
Q3 | $11.3K | Sell |
515
-10
| -2% | -$220 | ﹤0.01% | 288 |
|
|
2024
Q2 | $10K | Hold |
525
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $9.24K | Hold |
525
| – | – | ﹤0.01% | 237 |
|
|
2023
Q4 | $8.81K | Buy |
+525
| New | +$8.81K | ﹤0.01% | 226 |
|
|
2020
Q4 | – | Sell |
-381
| Closed | -$8K | – | 178 |
|
|
2020
Q3 | $8K | Buy |
+381
| New | +$8K | ﹤0.01% | 177 |
|