Strategic Family Wealth Counselors’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 | $677K | Sell |
23,394
-899
| -4% | -$26K | 0.19% | 76 |
|
2025
Q1 | $687K | Buy |
24,293
+4,762
| +24% | +$135K | 0.22% | 70 |
|
2024
Q4 | $445K | Buy |
19,531
+2,329
| +14% | +$53K | 0.14% | 89 |
|
2024
Q3 | $378K | Sell |
17,202
-17
| -0.1% | -$374 | 0.13% | 90 |
|
2024
Q2 | $329K | Sell |
17,219
-2,562
| -13% | -$49K | 0.13% | 88 |
|
2024
Q1 | $348K | Sell |
19,781
-1,475
| -7% | -$26K | 0.14% | 80 |
|
2023
Q4 | $357K | Sell |
21,256
-399
| -2% | -$6.7K | 0.15% | 77 |
|
2023
Q3 | $325K | Buy |
21,655
+560
| +3% | +$8.41K | 0.16% | 73 |
|
2023
Q2 | $336K | Buy |
21,095
+6,240
| +42% | +$99.5K | 0.15% | 72 |
|
2023
Q1 | $286K | Sell |
14,855
-286
| -2% | -$5.51K | 0.14% | 78 |
|
2022
Q4 | $279K | Sell |
15,141
-515
| -3% | -$9.48K | 0.14% | 79 |
|
2022
Q3 | $240K | Buy |
15,656
+12
| +0.1% | +$184 | 0.12% | 78 |
|
2022
Q2 | $328K | Sell |
15,644
-5,179
| -25% | -$109K | 0.16% | 64 |
|
2022
Q1 | $372K | Buy |
20,823
+12
| +0.1% | +$214 | 0.15% | 67 |
|
2021
Q4 | $387K | Sell |
20,811
-2,326
| -10% | -$43.3K | 0.12% | 71 |
|
2021
Q3 | $472K | Buy |
23,137
+41
| +0.2% | +$836 | 0.16% | 53 |
|
2021
Q2 | $502K | Buy |
23,096
+502
| +2% | +$10.9K | 0.16% | 51 |
|
2021
Q1 | $517K | Buy |
22,594
+38
| +0.2% | +$870 | 0.19% | 50 |
|
2020
Q4 | $490K | Buy |
22,556
+542
| +2% | +$11.8K | 0.25% | 48 |
|
2020
Q3 | $474K | Sell |
22,014
-3,265
| -13% | -$70.3K | 0.27% | 44 |
|
2020
Q2 | $577K | Buy |
25,279
+2,876
| +13% | +$65.6K | 0.36% | 42 |
|
2020
Q1 | $493K | Sell |
22,403
-1,211
| -5% | -$26.6K | 0.37% | 39 |
|
2019
Q4 | $697K | Sell |
23,614
-368
| -2% | -$10.9K | 0.56% | 36 |
|
2019
Q3 | $685K | Sell |
23,982
-1,431
| -6% | -$40.9K | 0.52% | 35 |
|
2019
Q2 | $643K | Buy |
25,413
+23
| +0.1% | +$582 | 0.5% | 35 |
|
2019
Q1 | $601K | Buy |
25,390
+22
| +0.1% | +$521 | 0.49% | 35 |
|
2018
Q4 | $547K | Buy |
+25,368
| New | +$547K | 0.62% | 29 |
|