UP Strategic Wealth Investment Advisors’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 | $396K | Sell |
13,699
-2,082
| -13% | -$60.3K | 0.31% | 52 |
|
|
2025
Q1 | $446K | Buy |
15,781
+1,675
| +12% | +$47.4K | 0.4% | 46 |
|
|
2024
Q4 | $321K | Buy |
14,106
+966
| +7% | +$22K | 0.32% | 51 |
|
|
2024
Q3 | $289K | Buy |
13,140
+1,713
| +15% | +$37.7K | 0.32% | 58 |
|
|
2024
Q2 | $218K | Buy |
+11,427
| New | +$218K | 0.33% | 55 |
|
|
2024
Q1 | – | Sell |
-10,156
| Closed | -$170K | – | 61 |
|
|
2023
Q4 | $170K | Buy |
+10,156
| New | +$170K | 0.31% | 56 |
|