Walkner Condon Financial 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 | $293K | Sell |
10,130
-2,298
| -18% | -$66.5K | 0.05% | 220 |
|
|
2025
Q1 | $351K | Buy |
12,428
+848
| +7% | +$24K | 0.07% | 186 |
|
|
2024
Q4 | $264K | Buy |
11,580
+217
| +2% | +$4.94K | 0.05% | 236 |
|
|
2024
Q3 | $250K | Sell |
11,363
-209
| -2% | -$4.6K | 0.05% | 236 |
|
|
2024
Q2 | $221K | Buy |
+11,572
| New | +$221K | 0.05% | 238 |
|
|
2024
Q1 | – | Sell |
-34,923
| Closed | -$586K | – | 276 |
|
|
2023
Q4 | $586K | Buy |
34,923
+5,772
| +20% | +$96.9K | 0.13% | 133 |
|
|
2023
Q3 | $438K | Buy |
+29,151
| New | +$438K | 0.12% | 150 |
|