Wallace Advisory Group’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 | $750K | Sell |
26,531
-11,653
| -31% | -$330K | 0.54% | 48 |
|
|
2025
Q1 | $869K | Buy |
38,184
+82
| +0.2% | +$1.87K | 0.6% | 42 |
|
|
2024
Q4 | $838K | Sell |
38,102
-827
| -2% | -$18.2K | 0.58% | 45 |
|
|
2024
Q3 | $744K | Hold |
38,929
| – | – | 0.54% | 44 |
|
|
2024
Q2 | $744K | Buy |
38,929
+3,181
| +9% | +$60.8K | 0.54% | 44 |
|
|
2024
Q1 | $600K | Sell |
35,748
-5,122
| -13% | -$85.9K | 0.45% | 56 |
|
|
2023
Q4 | $614K | Buy |
40,870
+14,418
| +55% | +$217K | 0.48% | 42 |
|
|
2023
Q3 | $422K | Buy |
26,452
+2,299
| +10% | +$36.7K | 0.3% | 87 |
|
|
2023
Q2 | $465K | Hold |
24,153
| – | – | 0.35% | 81 |
|
|
2023
Q1 | $465K | Buy |
24,153
+7,033
| +41% | +$135K | 0.35% | 81 |
|
|
2022
Q4 | $315K | Buy |
+17,120
| New | +$315K | 0.25% | 111 |
|