Physician 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 | $216K | Buy |
7,476
+332
| +5% | +$9.61K | 0.03% | 174 |
|
|
2025
Q1 | $202K | Buy |
7,144
+80
| +1% | +$2.26K | 0.03% | 180 |
|
|
2024
Q4 | $161K | Buy |
+7,064
| New | +$161K | 0.03% | 201 |
|
|
2024
Q3 | – | Sell |
-12,020
| Closed | -$227K | – | 189 |
|
|
2024
Q2 | $227K | Sell |
12,020
-69
| -0.6% | -$1.3K | 0.04% | 162 |
|
|
2024
Q1 | $195K | Sell |
12,089
-82
| -0.7% | -$1.32K | 0.04% | 173 |
|
|
2023
Q4 | $204K | Sell |
12,171
-1,135
| -9% | -$19.1K | 0.05% | 160 |
|
|
2023
Q3 | $196K | Sell |
13,306
-200
| -1% | -$2.95K | 0.05% | 145 |
|
|
2023
Q2 | $218K | Buy |
13,506
+1,751
| +15% | +$28.2K | 0.05% | 140 |
|
|
2023
Q1 | $232K | Buy |
11,755
+300
| +3% | +$5.91K | 0.06% | 137 |
|
|
2022
Q4 | $219K | Sell |
11,455
-99
| -0.9% | -$1.9K | 0.06% | 141 |
|
|
2022
Q3 | $184K | Buy |
+11,554
| New | +$184K | 0.06% | 142 |
|
|
2022
Q2 | – | Sell |
-15,826
| Closed | -$238K | – | 160 |
|
|
2022
Q1 | $238K | Buy |
15,826
+1,348
| +9% | +$20.3K | 0.06% | 140 |
|
|
2021
Q4 | $287K | Sell |
14,478
-2,780
| -16% | -$55.1K | 0.08% | 131 |
|
|
2021
Q3 | $335K | Sell |
17,258
-163
| -0.9% | -$3.16K | 0.09% | 112 |
|
|
2021
Q2 | $369K | Buy |
17,421
+4,323
| +33% | +$91.6K | 0.11% | 100 |
|
|
2021
Q1 | $304K | Sell |
13,098
-3,972
| -23% | -$92.2K | 0.1% | 109 |
|
|
2020
Q4 | $377K | Buy |
17,070
+5,534
| +48% | +$122K | 0.13% | 89 |
|
|
2020
Q3 | $238K | Sell |
11,536
-2,685
| -19% | -$55.4K | 0.1% | 113 |
|
|
2020
Q2 | $324K | Buy |
14,221
+957
| +7% | +$21.8K | 0.13% | 97 |
|
|
2020
Q1 | $295K | Buy |
13,264
+1,157
| +10% | +$25.7K | 0.15% | 82 |
|
|
2019
Q4 | $348K | Hold |
12,107
| – | – | 0.15% | 81 |
|
|
2019
Q3 | $341K | Buy |
+12,107
| New | +$341K | 0.17% | 75 |
|