VERITY 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 | $288K | Hold |
9,962
| – | – | 0.19% | 69 |
|
|
2025
Q1 | $282K | Hold |
9,962
| – | – | 0.21% | 65 |
|
|
2024
Q4 | $227K | Hold |
9,962
| – | – | 0.16% | 70 |
|
|
2024
Q3 | $219K | Buy |
+9,962
| New | +$219K | 0.15% | 71 |
|
|
2022
Q3 | – | Sell |
-9,962
| Closed | -$209K | – | 69 |
|
|
2022
Q2 | $209K | Sell |
9,962
-3,228
| -24% | -$67.7K | 0.2% | 66 |
|
|
2022
Q1 | $235K | Hold |
13,190
| – | – | 0.21% | 57 |
|
|
2021
Q4 | $245K | Hold |
13,190
| – | – | 0.2% | 60 |
|
|
2021
Q3 | $269K | Hold |
13,190
| – | – | 0.24% | 55 |
|
|
2021
Q2 | $287K | Hold |
13,190
| – | – | 0.26% | 50 |
|
|
2021
Q1 | $302K | Hold |
13,190
| – | – | 0.27% | 44 |
|
|
2020
Q4 | $287K | Sell |
13,190
-3,082
| -19% | -$67.1K | 0.26% | 47 |
|
|
2020
Q3 | $350K | Hold |
16,272
| – | – | 0.36% | 37 |
|
|
2020
Q2 | $372K | Hold |
16,272
| – | – | 0.4% | 35 |
|
|
2020
Q1 | $358K | Buy |
16,272
+1,609
| +11% | +$35.4K | 0.49% | 33 |
|
|
2019
Q4 | $433K | Buy |
14,663
+3,383
| +30% | +$99.9K | 0.42% | 37 |
|
|
2019
Q3 | $322K | Hold |
11,280
| – | – | 0.32% | 41 |
|
|
2019
Q2 | $286K | Sell |
11,280
-790
| -7% | -$20K | 0.28% | 44 |
|
|
2019
Q1 | $286K | Hold |
12,070
| – | – | 0.29% | 44 |
|
|
2018
Q4 | $260K | Buy |
+12,070
| New | +$260K | 0.3% | 44 |
|