Sax 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 | $1.18M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $804K | Buy |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $488K | Buy |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $843K | Buy |
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|
2022
Q3 | $676K | Sell |
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|
2022
Q2 | $941K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $905K | Buy |
|