Regent Peak Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Buy |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $428K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $569K | Buy |
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