SVWAG
Sound View Wealth Advisors Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Buy |
31,127
+12,059
| +63% | +$349K | 0.07% | 196 |
|
|
2025
Q1 | $539K | Sell |
19,068
-7,131
| -27% | -$202K | 0.04% | 246 |
|
|
2024
Q4 | $597K | Sell |
26,199
-2,746
| -9% | -$62.5K | 0.05% | 240 |
|
|
2024
Q3 | $637K | Buy |
28,945
+4,225
| +17% | +$93K | 0.05% | 233 |
|
|
2024
Q2 | $472K | Sell |
24,720
-160
| -0.6% | -$3.06K | 0.05% | 243 |
|
|
2024
Q1 | $438K | Buy |
24,880
+4,616
| +23% | +$81.2K | 0.05% | 255 |
|
|
2023
Q4 | $340K | Sell |
20,264
-1,475
| -7% | -$24.8K | 0.04% | 287 |
|
|
2023
Q3 | $327K | Sell |
21,739
-6,009
| -22% | -$90.3K | 0.04% | 275 |
|
|
2023
Q2 | $443K | Sell |
27,748
-373
| -1% | -$5.95K | 0.06% | 234 |
|
|
2023
Q1 | $541K | Buy |
28,121
+7,857
| +39% | +$151K | 0.07% | 206 |
|
|
2022
Q4 | $340K | Sell |
20,264
-1,395
| -6% | -$23.4K | 0.04% | 287 |
|
|
2022
Q3 | $332K | Sell |
21,659
-437
| -2% | -$6.7K | 0.07% | 201 |
|
|
2022
Q2 | $463K | Sell |
22,096
-1,145
| -5% | -$24K | 0.1% | 176 |
|
|
2022
Q1 | $549K | Sell |
23,241
-2,962
| -11% | -$70K | 0.1% | 167 |
|
|
2021
Q4 | $645K | Sell |
26,203
-15,877
| -38% | -$391K | 0.12% | 153 |
|
|
2021
Q3 | $1.14M | Sell |
42,080
-6,244
| -13% | -$169K | 0.24% | 107 |
|
|
2021
Q2 | $1.39M | Buy |
48,324
+1,568
| +3% | +$45.1K | 0.29% | 89 |
|
|
2021
Q1 | $1.42M | Sell |
46,756
-1,914
| -4% | -$57.9K | 0.33% | 86 |
|
|
2020
Q4 | $1.4M | Sell |
48,670
-16,869
| -26% | -$485K | 0.34% | 84 |
|
|
2020
Q3 | $1.87M | Sell |
65,539
-20,666
| -24% | -$589K | 0.49% | 55 |
|
|
2020
Q2 | $2.61M | Sell |
86,205
-9,242
| -10% | -$279K | 0.73% | 41 |
|
|
2020
Q1 | $2.78M | Buy |
95,447
+607
| +0.6% | +$17.7K | 0.96% | 35 |
|
|
2019
Q4 | $3.71M | Sell |
94,840
-8,869
| -9% | -$347K | 1.05% | 30 |
|
|
2019
Q3 | $3.92M | Sell |
103,709
-3,884
| -4% | -$147K | 1.17% | 23 |
|
|
2019
Q2 | $3.61M | Buy |
+107,593
| New | +$3.61M | 1.07% | 26 |
|