Valmark Advisers’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 | $785K | Buy |
27,141
+7,445
| +38% | +$215K | 0.01% | 370 |
|
|
2025
Q1 | $557K | Sell |
19,696
-372
| -2% | -$10.5K | 0.01% | 403 |
|
|
2024
Q4 | $457K | Sell |
20,068
-1,019
| -5% | -$23.2K | 0.01% | 436 |
|
|
2024
Q3 | $464K | Buy |
21,087
+1,581
| +8% | +$34.8K | 0.01% | 422 |
|
|
2024
Q2 | $373K | Sell |
19,506
-2,340
| -11% | -$44.7K | 0.01% | 440 |
|
|
2024
Q1 | $384K | Buy |
21,846
+185
| +0.9% | +$3.26K | 0.01% | 416 |
|
|
2023
Q4 | $363K | Buy |
21,661
+425
| +2% | +$7.13K | 0.01% | 396 |
|
|
2023
Q3 | $319K | Sell |
21,236
-8,768
| -29% | -$132K | 0.01% | 386 |
|
|
2023
Q2 | $479K | Buy |
30,004
+800
| +3% | +$12.8K | 0.01% | 336 |
|
|
2023
Q1 | $562K | Sell |
29,204
-2,841
| -9% | -$54.7K | 0.01% | 304 |
|
|
2022
Q4 | $590K | Buy |
32,045
+1,827
| +6% | +$33.6K | 0.01% | 286 |
|
|
2022
Q3 | $464K | Sell |
30,218
-3,967
| -12% | -$60.9K | 0.01% | 294 |
|
|
2022
Q2 | $717K | Sell |
34,185
-5,327
| -13% | -$112K | 0.01% | 244 |
|
|
2022
Q1 | $705K | Buy |
39,512
+430
| +1% | +$7.67K | 0.01% | 256 |
|
|
2021
Q4 | $726K | Sell |
39,082
-6,682
| -15% | -$124K | 0.01% | 238 |
|
|
2021
Q3 | $934K | Sell |
45,764
-49,972
| -52% | -$1.02M | 0.02% | 189 |
|
|
2021
Q2 | $2.08M | Buy |
95,736
+12,479
| +15% | +$271K | 0.04% | 113 |
|
|
2021
Q1 | $1.9M | Buy |
83,257
+7,379
| +10% | +$169K | 0.04% | 115 |
|
|
2020
Q4 | $1.65M | Buy |
75,878
+35,981
| +90% | +$781K | 0.03% | 117 |
|
|
2020
Q3 | $859K | Buy |
39,897
+1,975
| +5% | +$42.5K | 0.02% | 141 |
|
|
2020
Q2 | $866K | Buy |
37,922
+1,905
| +5% | +$43.5K | 0.02% | 126 |
|
|
2020
Q1 | $793K | Sell |
36,017
-592
| -2% | -$13K | 0.02% | 114 |
|
|
2019
Q4 | $1.08M | Sell |
36,609
-4,166
| -10% | -$123K | 0.02% | 95 |
|
|
2019
Q3 | $1.17M | Buy |
40,775
+672
| +2% | +$19.2K | 0.03% | 94 |
|
|
2019
Q2 | $1.02M | Buy |
40,103
+1,781
| +5% | +$45.1K | 0.02% | 97 |
|
|
2019
Q1 | $908K | Buy |
38,322
+7,313
| +24% | +$173K | 0.02% | 97 |
|
|
2018
Q4 | $668K | Sell |
31,009
-2,765
| -8% | -$59.6K | 0.02% | 105 |
|
|
2018
Q3 | $857K | Sell |
33,774
-1,199
| -3% | -$30.4K | 0.02% | 98 |
|
|
2018
Q2 | $848K | Sell |
34,973
-649
| -2% | -$15.7K | 0.02% | 89 |
|
|
2018
Q1 | $959K | Buy |
35,622
+3,139
| +10% | +$84.5K | 0.02% | 78 |
|
|
2017
Q4 | $954K | Buy |
32,483
+25,389
| +358% | +$746K | 0.02% | 81 |
|
|
2017
Q3 | $210K | Buy |
7,094
+62
| +0.9% | +$1.84K | ﹤0.01% | 76 |
|
|
2017
Q2 | $200K | Buy |
+7,032
| New | +$200K | ﹤0.01% | 76 |
|
|
2016
Q4 | – | Sell |
-7,527
| Closed | -$231K | – | 77 |
|
|
2016
Q3 | $231K | Buy |
+7,527
| New | +$231K | 0.01% | 70 |
|
|
2016
Q1 | – | Sell |
-7,682
| Closed | -$200K | – | 73 |
|
|
2015
Q4 | $200K | Buy |
+7,682
| New | +$200K | 0.01% | 65 |
|