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At&t shares owned by UMA Financial Services

Quarter-by-quarter ownership of At&t (T) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in At&t

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All positions including At&t held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $195k 12k 16.09
2023-12-31 $205k 12k 16.80
2023-09-30 $196k 13k 14.73
2023-06-30 $218k 14k 16.12
2023-03-31 $232k 12k 19.70
2022-12-31 $220k 12k 19.16
2022-09-30 $184k 12k 15.93
2022-03-31 $238k 12k 19.91
2021-12-31 $287k 11k 26.25
2021-09-30 $335k 13k 25.70
2021-06-30 $369k 13k 28.04
2021-03-31 $304k 9.9k 30.73
2020-12-31 $377k 13k 29.24
2020-09-30 $238k 8.7k 27.32
2020-06-30 $324k 11k 30.16
2020-03-31 $295k 10k 29.45
2019-12-31 $348k 9.1k 38.06
2019-09-30 $341k 9.1k 37.29