At&t shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of At&t (T) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in At&t
Tip: Access up to 7 years of quarterly data
All positions including At&t held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in At&t by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $353k | 16k | 22.00 |
| 2024-06-30 | $277k | 15k | 19.11 |
| 2024-03-31 | $357k | 20k | 17.60 |
| 2023-09-30 | $242k | 16k | 15.02 |
| 2023-06-30 | $301k | 19k | 15.95 |
| 2023-03-31 | $365k | 19k | 19.25 |
| 2022-12-31 | $359k | 20k | 18.41 |
| 2022-09-30 | $369k | 24k | 15.36 |
| 2022-06-30 | $475k | 23k | 20.95 |
| 2022-03-31 | $452k | 19k | 23.63 |
| 2021-12-31 | $594k | 24k | 24.61 |
| 2021-09-30 | $655k | 24k | 27.01 |
| 2021-06-30 | $987k | 34k | 28.73 |
| 2021-03-31 | $1.2M | 39k | 30.27 |
| 2020-12-31 | $1.2M | 43k | 28.77 |
| 2020-09-30 | $3.9M | 138k | 28.51 |
| 2020-06-30 | $3.8M | 125k | 30.23 |
| 2020-03-31 | $3.3M | 113k | 29.15 |
| 2019-12-31 | $15M | 544k | 27.83 |
| 2019-09-30 | $3.9M | 103k | 37.84 |
| 2019-06-30 | $3.4M | 100k | 33.51 |
| 2019-03-31 | $3.3M | 104k | 31.36 |
| 2018-12-31 | $2.7M | 94k | 28.55 |
| 2018-09-30 | $2.9M | 88k | 33.58 |
| 2018-06-30 | $2.4M | 74k | 32.11 |
| 2018-03-31 | $1.4M | 38k | 35.64 |
| 2017-12-31 | $1.8M | 45k | 38.88 |
| 2017-09-30 | $1.3M | 33k | 39.16 |
| 2017-06-30 | $1.2M | 32k | 37.72 |
| 2017-03-31 | $1.2M | 28k | 41.55 |
| 2016-12-31 | $1.3M | 31k | 42.54 |
| 2016-09-30 | $1.1M | 28k | 40.60 |
| 2016-06-30 | $577k | 13k | 43.22 |
| 2016-03-31 | $476k | 12k | 39.14 |
| 2015-12-31 | $404k | 12k | 34.38 |
| 2015-09-30 | $414k | 13k | 32.55 |
| 2015-06-30 | $420k | 12k | 35.50 |
| 2015-03-31 | $325k | 9.9k | 32.67 |
| 2014-12-31 | $317k | 9.4k | 33.59 |
| 2014-09-30 | $330k | 9.4k | 35.29 |
| 2014-06-30 | $269k | 7.6k | 35.32 |
| 2014-03-31 | $264k | 7.5k | 35.07 |
| 2013-12-31 | $342k | 9.7k | 35.19 |
| 2013-09-30 | $253k | 7.5k | 33.82 |
| 2013-06-30 | $210k | 5.9k | 35.42 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management