TPWA
TRUE Private Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
16,801
+4,148
| +33% | +$120K | 0.05% | 147 |
|
|
2025
Q1 | $358K | Buy |
12,653
+948
| +8% | +$26.8K | 0.04% | 166 |
|
|
2024
Q4 | $267K | Buy |
11,705
+167
| +1% | +$3.8K | 0.03% | 193 |
|
|
2024
Q3 | $254K | Sell |
11,538
-3,201
| -22% | -$70.4K | 0.03% | 184 |
|
|
2024
Q2 | $282K | Sell |
14,739
-377
| -2% | -$7.21K | 0.03% | 232 |
|
|
2024
Q1 | $266K | Buy |
15,116
+1,301
| +9% | +$22.9K | 0.03% | 246 |
|
|
2023
Q4 | $232K | Sell |
13,815
-1,752
| -11% | -$29.4K | 0.03% | 254 |
|
|
2023
Q3 | $234K | Sell |
15,567
-2,244
| -13% | -$33.7K | 0.03% | 231 |
|
|
2023
Q2 | $284K | Sell |
17,811
-1,010
| -5% | -$16.1K | 0.04% | 179 |
|
|
2023
Q1 | $362K | Sell |
18,821
-435
| -2% | -$8.37K | 0.05% | 150 |
|
|
2022
Q4 | $354K | Buy |
19,256
+206
| +1% | +$3.79K | 0.05% | 146 |
|
|
2022
Q3 | $292K | Buy |
19,050
+33
| +0.2% | +$506 | 0.04% | 155 |
|
|
2022
Q2 | $398K | Sell |
19,017
-79
| -0.4% | -$1.65K | 0.06% | 136 |
|
|
2022
Q1 | $380K | Sell |
19,096
-20,997
| -52% | -$418K | 0.05% | 149 |
|
|
2021
Q4 | $986K | Sell |
40,093
-1,160
| -3% | -$28.5K | 0.14% | 91 |
|
|
2021
Q3 | $1.11M | Sell |
41,253
-98,116
| -70% | -$2.65M | 0.16% | 82 |
|
|
2021
Q2 | $4.01M | Buy |
139,369
+6,291
| +5% | +$181K | 0.6% | 25 |
|
|
2021
Q1 | $4.03M | Buy |
133,078
+23,015
| +21% | +$697K | 0.65% | 21 |
|
|
2020
Q4 | $3.17M | Sell |
110,063
-1,243
| -1% | -$35.7K | 0.53% | 31 |
|
|
2020
Q3 | $3.17M | Sell |
111,306
-17,309
| -13% | -$493K | 0.54% | 27 |
|
|
2020
Q2 | $3.89M | Buy |
128,615
+6,198
| +5% | +$187K | 0.71% | 24 |
|
|
2020
Q1 | $3.57M | Buy |
122,417
+58,049
| +90% | +$1.69M | 0.76% | 23 |
|
|
2019
Q4 | $2.52M | Buy |
64,368
+8,604
| +15% | +$336K | 0.39% | 38 |
|
|
2019
Q3 | $2.11M | Buy |
55,764
+3,423
| +7% | +$130K | 0.36% | 43 |
|
|
2019
Q2 | $1.75M | Buy |
52,341
+471
| +0.9% | +$15.8K | 0.3% | 49 |
|
|
2019
Q1 | $1.63M | Sell |
51,870
-2,067
| -4% | -$64.8K | 0.31% | 59 |
|
|
2018
Q4 | $1.54M | Sell |
53,937
-563
| -1% | -$16.1K | 0.27% | 72 |
|
|
2018
Q3 | $1.83M | Buy |
54,500
+1,714
| +3% | +$57.6K | 0.26% | 71 |
|
|
2018
Q2 | $1.69M | Buy |
52,786
+12,275
| +30% | +$394K | 0.27% | 68 |
|
|
2018
Q1 | $1.44M | Sell |
40,511
-802
| -2% | -$28.6K | 0.25% | 63 |
|
|
2017
Q4 | $1.61M | Buy |
41,313
+9,356
| +29% | +$364K | 0.28% | 61 |
|
|
2017
Q3 | $1.25M | Sell |
31,957
-8
| -0% | -$313 | 0.28% | 49 |
|
|
2017
Q2 | $1.21M | Buy |
31,965
+43
| +0.1% | +$1.62K | 0.28% | 50 |
|
|
2017
Q1 | $1.3M | Sell |
31,922
-201
| -0.6% | -$8.15K | 0.3% | 46 |
|
|
2016
Q4 | $1.35M | Sell |
32,123
-7,895
| -20% | -$332K | 0.33% | 46 |
|
|
2016
Q3 | $1.58M | Sell |
40,018
-9,475
| -19% | -$373K | 0.51% | 35 |
|
|
2016
Q2 | $2.14M | Buy |
49,493
+17
| +0% | +$734 | 0.72% | 29 |
|
|
2016
Q1 | $1.94M | Buy |
49,476
+2,339
| +5% | +$91.6K | 0.75% | 26 |
|
|
2015
Q4 | $1.62M | Buy |
+47,137
| New | +$1.62M | 0.71% | 27 |
|