Valued Wealth 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 | $133K | Buy |
4,607
+217
| +5% | +$6.28K | 0.07% | 49 |
|
2025
Q1 | $124K | Buy |
4,390
+829
| +23% | +$23.4K | 0.07% | 48 |
|
2024
Q4 | $81.1K | Buy |
3,561
+1,202
| +51% | +$27.4K | 0.05% | 63 |
|
2024
Q3 | $51.9K | Buy |
2,359
+701
| +42% | +$15.4K | 0.03% | 76 |
|
2024
Q2 | $31.7K | Sell |
1,658
-2,774
| -63% | -$53K | 0.02% | 96 |
|
2024
Q1 | $78K | Buy |
4,432
+3,681
| +490% | +$64.8K | 0.06% | 48 |
|
2023
Q4 | $11.3K | Buy |
+751
| New | +$11.3K | 0.01% | 108 |
|