At&t shares owned by UMA Financial Services
Historical chart of UMA Financial Services investment in At&t
Tip: Access up to 7 years of quarterly data
All positions including At&t held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |