PWAC
Private Wealth Advisors (California)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
158,735
-2,697
| -2% | -$78.1K | 1.69% | 19 |
|
|
2025
Q1 | $4.57M | Sell |
161,432
-336
| -0.2% | -$9.5K | 1.65% | 21 |
|
|
2024
Q4 | $3.68M | Sell |
161,768
-5,647
| -3% | -$129K | 1.44% | 25 |
|
|
2024
Q3 | $3.7M | Sell |
167,415
-2,846
| -2% | -$63K | 1.42% | 26 |
|
|
2024
Q2 | $3.23M | Buy |
170,261
+4,741
| +3% | +$90K | 1.24% | 24 |
|
|
2024
Q1 | $2.91M | Sell |
165,520
-855
| -0.5% | -$15K | 1.19% | 29 |
|
|
2023
Q4 | $2.79M | Sell |
166,375
-7,994
| -5% | -$134K | 1.09% | 27 |
|
|
2023
Q3 | $2.62M | Buy |
174,369
+3,875
| +2% | +$58.2K | 1.11% | 28 |
|
|
2023
Q2 | $2.72M | Buy |
170,494
+2,180
| +1% | +$34.8K | 1.11% | 27 |
|
|
2023
Q1 | $3.24M | Buy |
168,314
+5,261
| +3% | +$101K | 1.36% | 22 |
|
|
2022
Q4 | $3M | Sell |
163,053
-72,653
| -31% | -$1.34M | 1.01% | 26 |
|
|
2022
Q3 | $3.62M | Sell |
235,706
-9,911
| -4% | -$152K | 1.68% | 22 |
|
|
2022
Q2 | $4.43M | Buy |
245,617
+5,213
| +2% | +$94K | 1.64% | 23 |
|
|
2022
Q1 | $5.68M | Buy |
240,404
+63,295
| +36% | +$1.5M | 1.81% | 20 |
|
|
2021
Q4 | $4.36M | Sell |
177,109
-32,996
| -16% | -$812K | 0.93% | 20 |
|
|
2021
Q3 | $5.09M | Buy |
210,105
+7,566
| +4% | +$183K | 1.22% | 19 |
|
|
2021
Q2 | $5.83M | Buy |
202,539
+38,019
| +23% | +$1.09M | 1.79% | 16 |
|
|
2021
Q1 | $4.98M | Sell |
164,520
-12,846
| -7% | -$389K | 1.69% | 17 |
|
|
2020
Q4 | $5.07M | Buy |
+177,366
| New | +$5.07M | 1.75% | 16 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2020
Q1 | – | Sell |
-28,913
| Closed | -$1.13M | – | 69 |
|
|
2019
Q4 | $1.13M | Buy |
28,913
+8,683
| +43% | +$339K | 0.65% | 36 |
|
|
2019
Q3 | $765K | Buy |
+20,230
| New | +$765K | 0.5% | 35 |
|