Summit Wealth Partners’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 | $563K | Sell |
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|
2025
Q2 | $578K | Sell |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $606K | Buy |
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|
2020
Q2 | $637K | Buy |
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|
2020
Q1 | $613K | Buy |
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|
2019
Q4 | $822K | Buy |
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