Wealth Advisors of Iowa’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,417
| Closed | -$214K | – | 77 |
|
|
2024
Q4 | $214K | Buy |
+9,417
| New | +$214K | 0.11% | 60 |
|
|
2024
Q3 | – | Sell |
-7,074
| Closed | -$221K | – | 74 |
|
|
2024
Q2 | $221K | Buy |
+7,074
| New | +$221K | 0.12% | 47 |
|
|
2023
Q1 | – | Sell |
-29,251
| Closed | -$539K | – | 69 |
|
|
2022
Q4 | $539K | Sell |
29,251
-1,367
| -4% | -$25.2K | 0.44% | 26 |
|
|
2022
Q3 | $470K | Sell |
30,618
-54,348
| -64% | -$834K | 0.44% | 24 |
|
|
2022
Q2 | $1.85M | Buy |
84,966
+49,289
| +138% | +$1.07M | 0.33% | 26 |
|
|
2022
Q1 | $636K | Buy |
+35,677
| New | +$636K | 0.32% | 31 |
|
|
2021
Q4 | – | Sell |
-40,522
| Closed | -$827K | – | 65 |
|
|
2021
Q3 | $827K | Sell |
40,522
-14,725
| -27% | -$301K | 0.45% | 23 |
|
|
2021
Q2 | $1.2M | Buy |
55,247
+13,961
| +34% | +$303K | 0.63% | 17 |
|
|
2021
Q1 | $944K | Buy |
41,286
+14,141
| +52% | +$323K | 0.53% | 17 |
|
|
2020
Q4 | $590K | Buy |
27,145
+13,638
| +101% | +$296K | 0.37% | 23 |
|
|
2020
Q3 | $291K | Hold |
13,507
| – | – | 0.2% | 24 |
|
|
2020
Q2 | $308K | Sell |
13,507
-1,324
| -9% | -$30.2K | 0.23% | 23 |
|
|
2020
Q1 | $327K | Buy |
+14,831
| New | +$327K | 0.26% | 17 |
|