Tower Wealth Partners’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 | $635K | Buy |
21,944
+1,285
| +6% | +$37.2K | 0.38% | 30 |
|
|
2025
Q1 | $584K | Buy |
20,659
+1,743
| +9% | +$49.3K | 0.31% | 30 |
|
|
2024
Q4 | $431K | Hold |
18,916
| – | – | 0.23% | 42 |
|
|
2024
Q3 | $416K | Sell |
18,916
-1,085
| -5% | -$23.9K | 0.24% | 43 |
|
|
2024
Q2 | $382K | Hold |
20,001
| – | – | 0.24% | 41 |
|
|
2024
Q1 | $352K | Sell |
20,001
-75
| -0.4% | -$1.32K | 0.23% | 44 |
|
|
2023
Q4 | $337K | Buy |
20,076
+2
| +0% | +$34 | 0.24% | 44 |
|
|
2023
Q3 | $302K | Hold |
20,074
| – | – | 0.25% | 43 |
|
|
2023
Q2 | $320K | Hold |
20,074
| – | – | 0.26% | 42 |
|
|
2023
Q1 | $386K | Hold |
20,074
| – | – | 0.32% | 34 |
|
|
2022
Q4 | $370K | Hold |
20,074
| – | – | 0.32% | 36 |
|
|
2022
Q3 | $366K | Buy |
20,074
+164
| +0.8% | +$2.99K | 0.35% | 36 |
|
|
2022
Q2 | $417K | Sell |
19,910
-5,920
| -23% | -$124K | 0.55% | 29 |
|
|
2022
Q1 | $461K | Buy |
25,830
+434
| +2% | +$7.75K | 0.5% | 27 |
|
|
2021
Q4 | $472K | Hold |
25,396
| – | – | 0.48% | 28 |
|
|
2021
Q3 | $518K | Sell |
25,396
-3,617
| -12% | -$73.8K | 0.55% | 25 |
|
|
2021
Q2 | $631K | Sell |
29,013
-2,833
| -9% | -$61.6K | 0.69% | 21 |
|
|
2021
Q1 | $728K | Sell |
31,846
-392
| -1% | -$8.96K | 0.94% | 18 |
|
|
2020
Q4 | $700K | Buy |
+32,238
| New | +$700K | 0.8% | 16 |
|