Quantum Financial 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 | $810K | Buy |
27,985
+401
| +1% | +$11.6K | 0.11% | 75 |
|
|
2025
Q1 | $780K | Sell |
27,584
-35
| -0.1% | -$990 | 0.12% | 77 |
|
|
2024
Q4 | $629K | Sell |
27,619
-120
| -0.4% | -$2.73K | 0.1% | 80 |
|
|
2024
Q3 | $610K | Sell |
27,739
-274
| -1% | -$6.03K | 0.1% | 85 |
|
|
2024
Q2 | $535K | Buy |
28,013
+351
| +1% | +$6.71K | 0.09% | 85 |
|
|
2024
Q1 | $487K | Buy |
27,662
+7,137
| +35% | +$126K | 0.09% | 87 |
|
|
2023
Q4 | $344K | Buy |
20,525
+429
| +2% | +$7.2K | 0.08% | 70 |
|
|
2023
Q3 | $302K | Buy |
+20,096
| New | +$302K | 0.09% | 78 |
|