West 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 | $406 | Hold |
14
| – | – | ﹤0.01% | 201 |
|
|
2025
Q1 | $396 | Hold |
14
| – | – | ﹤0.01% | 197 |
|
|
2024
Q4 | $319 | Buy |
+14
| New | +$319 | ﹤0.01% | 197 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$661 | – | 200 |
|
|
2023
Q3 | $661 | Hold |
44
| – | – | ﹤0.01% | 190 |
|
|
2023
Q2 | $702 | Buy |
+44
| New | +$702 | ﹤0.01% | 169 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$92 | – | 171 |
|
|
2022
Q4 | $92 | Hold |
5
| – | – | ﹤0.01% | 163 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 191 |
|
|
2022
Q2 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 193 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 195 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 178 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 154 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 155 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 159 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 153 |
|