Simplicity Wealth’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 | $3.3M | Buy |
114,091
+73,417
| +181% | +$2.12M | 0.14% | 152 |
|
2025
Q1 | $1.15M | Buy |
40,674
+25,129
| +162% | +$711K | 0.09% | 229 |
|
2024
Q4 | $354K | Sell |
15,545
-13,516
| -47% | -$308K | 0.07% | 206 |
|
2024
Q3 | $639K | Sell |
29,061
-245,948
| -89% | -$5.41M | 0.06% | 256 |
|
2024
Q2 | $5.26M | Buy |
275,009
+18,528
| +7% | +$354K | 0.12% | 173 |
|
2024
Q1 | $4.51M | Buy |
+256,481
| New | +$4.51M | 0.11% | 190 |
|