Valley Wealth Managers’s AT&T T Stock Holding History

Valley Wealth Managers’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.67M	Sell	161,468 -11,181	-6%	-$324K	0.34%	64
2025 Q1	$4.88M	Sell	172,649 -8,318	-5%	-$235K	0.37%	57
2024 Q4	$4.12M	Sell	180,967 -25,252	-12%	-$575K	0.31%	69
2024 Q3	$4.54M	Sell	206,219 -5,578	-3%	-$123K	0.34%	66
2024 Q2	$4.05M	Sell	211,797 -13,767	-6%	-$263K	0.32%	71
2024 Q1	$3.97M	Sell	225,564 -8,529	-4%	-$150K	0.3%	83
2023 Q4	$3.93M	Sell	234,093 -5,343	-2%	-$89.7K	0.31%	90
2023 Q3	$3.6M	Sell	239,436 -3,246	-1%	-$48.8K	0.3%	93
2023 Q2	$3.87M	Buy	242,682 +1,751	+0.7%	+$27.9K	0.35%	78
2023 Q1	$4.64M	Buy	240,931 +23,027	+11%	+$443K	0.42%	60
2022 Q4	$4.01M	Sell	217,904 -21,597	-9%	-$398K	0.37%	73
2022 Q3	$3.67M	Buy	239,501 +66,872	+39%	+$1.03M	0.37%	79
2022 Q2	$3.62M	Sell	172,629 -43,537	-20%	-$912K	0.34%	77
2022 Q1	$3.86M	Buy	216,166 +14,415	+7%	+$257K	0.32%	83
2021 Q4	$3.75M	Buy	201,751 +31,201	+18%	+$580K	0.3%	77
2021 Q3	$3.48M	Buy	170,550 +1,605	+1%	+$32.7K	0.3%	80
2021 Q2	$3.67M	Buy	168,945 +14,300	+9%	+$311K	0.31%	77
2021 Q1	$3.54M	Buy	154,645 +8,581	+6%	+$196K	0.32%	66
2020 Q4	$3.17M	Buy	146,064 +13,901	+11%	+$302K	0.31%	61
2020 Q3	$2.85M	Buy	132,163 +2,635	+2%	+$56.7K	0.31%	60
2020 Q2	$2.96M	Sell	129,528 -1,540	-1%	-$35.2K	0.33%	60
2020 Q1	$2.89M	Buy	131,068 +2,162	+2%	+$47.6K	0.37%	56
2019 Q4	$3.81M	Buy	128,906 +4,028	+3%	+$119K	0.38%	53
2019 Q3	$3.57M	Sell	124,878 -707	-0.6%	-$20.2K	0.38%	51
2019 Q2	$3.18M	Buy	125,585 +12,027	+11%	+$304K	0.34%	55
2019 Q1	$2.69M	Buy	113,558 +25,565	+29%	+$606K	0.29%	56
2018 Q4	$1.9M	Buy	87,993 +5,599	+7%	+$121K	0.25%	57
2018 Q3	$2.09M	Sell	82,394 -952	-1%	-$24.1K	0.25%	55
2018 Q2	$2.02M	Buy	83,346 +2,937	+4%	+$71.2K	0.25%	54
2018 Q1	$2.17M	Buy	80,409 +1,726	+2%	+$46.5K	0.26%	52
2017 Q4	$2.31M	Buy	78,683 +6,281	+9%	+$184K	0.28%	53
2017 Q3	$2.14M	Sell	72,402 -8,410	-10%	-$249K	0.27%	53
2017 Q2	$2.3M	Sell	80,812 -15,816	-16%	-$451K	0.31%	52
2017 Q1	$3.03M	Buy	96,628 +6,190	+7%	+$194K	0.4%	48
2016 Q4	$2.91M	Buy	90,438 +3,095	+4%	+$99.4K	0.42%	45
2016 Q3	$2.68M	Buy	87,343 +2,468	+3%	+$75.7K	0.39%	48
2016 Q2	$2.77M	Buy	84,875 +24,160	+40%	+$788K	0.42%	43
2016 Q1	$1.8M	Buy	60,715 +7,795	+15%	+$231K	0.3%	45
2015 Q4	$1.38M	Sell	52,920 -858	-2%	-$22.3K	0.25%	50
2015 Q3	$1.32M	Sell	53,778 -2,679	-5%	-$65.9K	0.24%	49
2015 Q2	$1.51M	Sell	56,457 -3,296	-6%	-$88.4K	0.26%	47
2015 Q1	$1.47M	Sell	59,753 -17,103	-22%	-$422K	0.25%	51
2014 Q4	$1.95M	Buy	76,856 +25,366	+49%	+$644K	0.35%	45
2014 Q3	$1.37M	Buy	51,490 +2,589	+5%	+$68.9K	0.26%	48
2014 Q2	$1.31M	Sell	48,901 -303,484	-86%	-$8.11M	0.25%	50
2014 Q1	$9.33M	Buy	352,385 +14,949	+4%	+$396K	1.86%	35
2013 Q4	$8.96M	Buy	337,436 +8,896	+3%	+$236K	1.84%	35
2013 Q3	$8.39M	Buy	328,540 +16,173	+5%	+$413K	1.83%	37
2013 Q2	$8.35M	Buy	+312,367	New	+$8.35M	1.89%	33