TA
TruWealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
18,364
+4
| +0% | +$116 | 0.03% | 111 |
|
|
2025
Q1 | $519K | Buy |
18,360
+4,321
| +31% | +$122K | 0.03% | 107 |
|
|
2024
Q4 | $320K | Sell |
14,039
-388
| -3% | -$8.84K | 0.02% | 124 |
|
|
2024
Q3 | $317K | Sell |
14,427
-1,194
| -8% | -$26.3K | 0.02% | 125 |
|
|
2024
Q2 | $299K | Buy |
15,621
+418
| +3% | +$7.99K | 0.02% | 130 |
|
|
2024
Q1 | $268K | Sell |
15,203
-726
| -5% | -$12.8K | 0.02% | 136 |
|
|
2023
Q4 | $267K | Sell |
15,929
-875
| -5% | -$14.7K | 0.02% | 125 |
|
|
2023
Q3 | $252K | Buy |
16,804
+309
| +2% | +$4.64K | 0.02% | 125 |
|
|
2023
Q2 | $263K | Sell |
16,495
-290
| -2% | -$4.63K | 0.02% | 128 |
|
|
2023
Q1 | $323K | Buy |
16,785
+3,605
| +27% | +$69.4K | 0.03% | 110 |
|
|
2022
Q4 | $243K | Sell |
13,180
-1,440
| -10% | -$26.5K | 0.02% | 124 |
|
|
2022
Q3 | $224K | Sell |
14,620
-2,512
| -15% | -$38.5K | 0.02% | 122 |
|
|
2022
Q2 | $359K | Buy |
17,132
+434
| +3% | +$9.09K | 0.04% | 93 |
|
|
2022
Q1 | $395K | Sell |
16,698
-1,324
| -7% | -$31.3K | 0.04% | 82 |
|
|
2021
Q4 | $443K | Sell |
18,022
-468
| -3% | -$11.5K | 0.04% | 80 |
|
|
2021
Q3 | $499K | Buy |
18,490
+1,179
| +7% | +$31.8K | 0.06% | 76 |
|
|
2021
Q2 | $498K | Buy |
17,311
+2,722
| +19% | +$78.3K | 0.06% | 75 |
|
|
2021
Q1 | $442K | Sell |
14,589
-2,572
| -15% | -$77.9K | 0.06% | 72 |
|
|
2020
Q4 | $494K | Buy |
+17,161
| New | +$494K | 0.07% | 73 |
|