United Asset Strategies’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 | $638K | Sell |
22,050
-453
| -2% | -$13.1K | 0.05% | 176 |
|
|
2025
Q1 | $636K | Buy |
22,503
+11,532
| +105% | +$326K | 0.06% | 175 |
|
|
2024
Q4 | $250K | Sell |
10,971
-2,152
| -16% | -$49K | 0.02% | 217 |
|
|
2024
Q3 | $289K | Buy |
13,123
+1,961
| +18% | +$43.1K | 0.03% | 206 |
|
|
2024
Q2 | $213K | Sell |
11,162
-958
| -8% | -$18.3K | 0.02% | 217 |
|
|
2024
Q1 | $213K | Sell |
12,120
-3,519
| -23% | -$61.9K | 0.02% | 223 |
|
|
2023
Q4 | $262K | Buy |
15,639
+2,495
| +19% | +$41.9K | 0.03% | 207 |
|
|
2023
Q3 | $197K | Sell |
13,144
-20,722
| -61% | -$311K | 0.03% | 222 |
|
|
2023
Q2 | $540K | Buy |
33,866
+72
| +0.2% | +$1.15K | 0.07% | 169 |
|
|
2023
Q1 | $651K | Sell |
33,794
-5,832
| -15% | -$112K | 0.09% | 159 |
|
|
2022
Q4 | $730K | Buy |
39,626
+2,357
| +6% | +$43.4K | 0.1% | 151 |
|
|
2022
Q3 | $572K | Sell |
37,269
-732
| -2% | -$11.2K | 0.09% | 142 |
|
|
2022
Q2 | $796K | Buy |
38,001
+19,184
| +102% | +$402K | 0.12% | 136 |
|
|
2022
Q1 | $336K | Sell |
18,817
-406
| -2% | -$7.25K | 0.04% | 174 |
|
|
2021
Q4 | $357K | Sell |
19,223
-151,039
| -89% | -$2.81M | 0.04% | 171 |
|
|
2021
Q3 | $3.47M | Buy |
170,262
+4,007
| +2% | +$81.7K | 0.45% | 61 |
|
|
2021
Q2 | $3.61M | Sell |
166,255
-8,455
| -5% | -$184K | 0.48% | 60 |
|
|
2021
Q1 | $3.99M | Buy |
174,710
+4,989
| +3% | +$114K | 0.58% | 56 |
|
|
2020
Q4 | $3.69M | Buy |
169,721
+4,891
| +3% | +$106K | 0.58% | 53 |
|
|
2020
Q3 | $3.55M | Buy |
164,830
+4,721
| +3% | +$102K | 0.65% | 48 |
|
|
2020
Q2 | $3.66M | Buy |
160,109
+2,296
| +1% | +$52.4K | 0.72% | 47 |
|
|
2020
Q1 | $3.48M | Buy |
157,813
+15,488
| +11% | +$341K | 0.86% | 39 |
|
|
2019
Q4 | $4.2M | Buy |
142,325
+19,114
| +16% | +$564K | 0.82% | 45 |
|
|
2019
Q3 | $3.52M | Buy |
123,211
+7,361
| +6% | +$210K | 0.77% | 46 |
|
|
2019
Q2 | $2.93M | Buy |
115,850
+15,161
| +15% | +$384K | 0.67% | 50 |
|
|
2019
Q1 | $2.39M | Buy |
100,689
+9,145
| +10% | +$217K | 0.56% | 56 |
|
|
2018
Q4 | $1.97M | Buy |
91,544
+19,029
| +26% | +$410K | 0.54% | 56 |
|
|
2018
Q3 | $1.84M | Buy |
72,515
+4,647
| +7% | +$118K | 0.43% | 65 |
|
|
2018
Q2 | $1.65M | Buy |
67,868
+12,482
| +23% | +$303K | 0.44% | 67 |
|
|
2018
Q1 | $1.49M | Buy |
55,386
+1,375
| +3% | +$37K | 0.44% | 62 |
|
|
2017
Q4 | $1.59M | Buy |
+54,011
| New | +$1.59M | 0.43% | 68 |
|
|
2017
Q3 | – | Sell |
-37,763
| Closed | -$1.08M | – | 165 |
|
|
2017
Q2 | $1.08M | Sell |
37,763
-556
| -1% | -$15.8K | 0.32% | 75 |
|
|
2017
Q1 | $1.2M | Sell |
38,319
-854
| -2% | -$26.8K | 0.37% | 69 |
|
|
2016
Q4 | $1.26M | Sell |
39,173
-4,927
| -11% | -$158K | 0.41% | 66 |
|
|
2016
Q3 | $1.35M | Sell |
44,100
-7,569
| -15% | -$232K | 0.47% | 61 |
|
|
2016
Q2 | $1.69M | Sell |
51,669
-1,553
| -3% | -$50.7K | 0.63% | 46 |
|
|
2016
Q1 | $1.58M | Buy |
53,222
+204
| +0.4% | +$6.04K | 0.7% | 43 |
|
|
2015
Q4 | $1.38M | Buy |
53,018
+2,060
| +4% | +$53.5K | 0.6% | 49 |
|
|
2015
Q3 | $1.25M | Buy |
50,958
+3,773
| +8% | +$92.8K | 0.58% | 48 |
|
|
2015
Q2 | $1.27M | Sell |
47,185
-1,003
| -2% | -$26.9K | 0.57% | 55 |
|
|
2015
Q1 | $1.26M | Sell |
48,188
-27,491
| -36% | -$719K | 0.58% | 53 |
|
|
2014
Q4 | $1.92M | Buy |
75,679
+100
| +0.1% | +$2.54K | 0.82% | 48 |
|
|
2014
Q3 | $2.01M | Sell |
75,579
-6,187
| -8% | -$165K | 0.9% | 49 |
|
|
2014
Q2 | $2.18M | Sell |
81,766
-7,699
| -9% | -$206K | 1.06% | 35 |
|
|
2014
Q1 | $2.37M | Buy |
+89,465
| New | +$2.37M | 1.34% | 26 |
|
|
2013
Q4 | – | Sell |
-49,442
| Closed | -$1.26M | – | 94 |
|
|
2013
Q3 | $1.26M | Buy |
49,442
+7,086
| +17% | +$181K | 0.8% | 45 |
|
|
2013
Q2 | $1.13M | Buy |
+42,356
| New | +$1.13M | 0.75% | 49 |
|