TriaGen Wealth Management’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 | $219K | Buy |
7,560
+407
| +6% | +$11.8K | 0.07% | 164 |
|
|
2025
Q1 | $202K | Buy |
+7,153
| New | +$202K | 0.07% | 158 |
|
|
2022
Q1 | – | Sell |
-11,324
| Closed | -$210K | – | 204 |
|
|
2021
Q4 | $210K | Hold |
11,324
| – | – | 0.1% | 176 |
|
|
2021
Q3 | $231K | Hold |
11,324
| – | – | 0.13% | 165 |
|
|
2021
Q2 | $240K | Sell |
11,324
-340
| -3% | -$7.21K | 0.12% | 163 |
|
|
2021
Q1 | $267K | Sell |
11,664
-1,258
| -10% | -$28.8K | 0.15% | 143 |
|
|
2020
Q4 | $281K | Buy |
+12,922
| New | +$281K | 0.16% | 137 |
|