V Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69,172
| Closed | -$1.1M | – | 335 |
|
|
2023
Q2 | $1.1M | Buy |
69,172
+615
| +0.9% | +$10.5K | 0.18% | 105 |
|
|
2023
Q1 | $1.32M | Buy |
68,557
+805
| +1% | +$15.4K | 0.25% | 88 |
|
|
2022
Q4 | $1.25M | Sell |
67,752
-38,124
| -36% | -$682K | 0.26% | 87 |
|
|
2022
Q3 | $1.62M | Buy |
105,876
+4,441
| +4% | +$80.8K | 0.32% | 67 |
|
|
2022
Q2 | $2.13M | Buy |
101,435
+13,082
| +15% | +$261K | 0.4% | 48 |
|
|
2022
Q1 | $1.58M | Sell |
88,353
-625
| -0.7% | -$11.6K | 0.25% | 97 |
|
|
2021
Q4 | $1.65M | Sell |
88,978
-1,572
| -2% | -$29.4K | 0.24% | 91 |
|
|
2021
Q3 | $1.85M | Sell |
90,550
-5,273
| -6% | -$111K | 0.29% | 75 |
|
|
2021
Q2 | $2.09M | Sell |
95,823
-2,052
| -2% | -$46.7K | 0.33% | 68 |
|
|
2021
Q1 | $2.24M | Sell |
97,875
-8,038
| -8% | -$178K | 0.41% | 52 |
|
|
2020
Q4 | $2.3M | Buy |
105,913
+89,048
| +528% | +$1.92M | 0.48% | 39 |
|
|
2020
Q3 | $363K | Sell |
16,865
-66,180
| -80% | -$1.48M | 0.25% | 106 |
|
|
2020
Q2 | $1.9M | Sell |
83,045
-23,038
| -22% | -$525K | 0.49% | 39 |
|
|
2020
Q1 | $2.34M | Buy |
106,083
+34,027
| +47% | +$930K | 0.73% | 23 |
|
|
2019
Q4 | $2.06M | Hold |
72,056
| – | – | 0.74% | 28 |
|
|
2019
Q3 | $2.06M | Sell |
72,056
-1,618
| -2% | -$42.9K | 0.74% | 28 |
|
|
2019
Q2 | $1.87M | Buy |
73,674
+2,234
| +3% | +$53.6K | 0.71% | 33 |
|
|
2019
Q1 | $1.66M | Buy |
71,440
+736
| +1% | +$16.9K | 0.67% | 40 |
|
|
2018
Q4 | $1.67M | Buy |
70,704
+3,326
| +5% | +$77.4K | 0.85% | 31 |
|
|
2018
Q3 | $1.71M | Buy |
67,378
+4,043
| +6% | +$99K | 0.79% | 39 |
|
|
2018
Q2 | $1.57M | Buy |
63,335
+6,702
| +12% | +$168K | 0.88% | 34 |
|
|
2018
Q1 | $1.51M | Buy |
56,633
+2,992
| +6% | +$83.3K | 0.8% | 40 |
|
|
2017
Q4 | $1.49M | Buy |
53,641
+490
| +0.9% | +$13.4K | 0.75% | 42 |
|
|
2017
Q3 | $1.58M | Sell |
53,151
-3,071
| -5% | -$87.2K | 0.8% | 40 |
|
|
2017
Q2 | $1.61M | Sell |
56,222
-9,905
| -15% | -$292K | 0.76% | 40 |
|
|
2017
Q1 | $2.07M | Buy |
66,127
+5,377
| +9% | +$169K | 1.27% | 20 |
|
|
2016
Q4 | $1.96M | Sell |
60,750
-2,102
| -3% | -$62K | 1.43% | 16 |
|
|
2016
Q3 | $1.92M | Sell |
62,852
-1,206
| -2% | -$38.1K | 1.55% | 11 |
|
|
2016
Q2 | $2.09M | Buy |
64,058
+4,483
| +8% | +$133K | 1.72% | 9 |
|
|
2016
Q1 | $1.78M | Buy |
+59,575
| New | +$1.65M | 1.42% | 20 |
|
Other funds holding T
V Wealth Advisors's T Position: Q3 2023 in Review
V Wealth Advisors sold out of AT&T (T) in Q3 2023, closing a stake of 69,172 shares — an estimated $1.1M sold.
V Wealth Advisors first reported a position in T in Q1 2016 and held it in 30 quarters. The position peaked at $2.34M in Q1 2020. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.
- V Wealth Advisors reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
- V Wealth Advisors sold 69,172 AT&T shares in Q3 2023, an estimated $1.1M.
- V Wealth Advisors first reported a position in AT&T in Q1 2016 and held it in 30 quarters.
- V Wealth Advisors's AT&T position peaked at $2.34M in Q1 2020.
- 2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.