At&t shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of At&t (T) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in At&t
Tip: Access up to 7 years of quarterly data
All positions including At&t held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in At&t by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $320k | 15k | 22.00 |
| 2024-06-30 | $276k | 14k | 19.11 |
| 2024-03-31 | $306k | 17k | 17.60 |
| 2023-12-31 | $279k | 17k | 16.78 |
| 2023-09-30 | $229k | 15k | 15.02 |
| 2023-06-30 | $217k | 14k | 15.95 |
| 2023-03-31 | $248k | 13k | 19.25 |
| 2022-12-31 | $233k | 13k | 18.41 |
| 2022-09-30 | $194k | 13k | 15.33 |
| 2022-06-30 | $265k | 13k | 20.94 |
| 2022-03-31 | $260k | 11k | 23.65 |
| 2021-12-31 | $269k | 11k | 24.62 |
| 2021-09-30 | $293k | 11k | 27.05 |
| 2021-06-30 | $272k | 9.4k | 28.79 |
| 2021-03-31 | $282k | 9.3k | 30.27 |
| 2020-12-31 | $268k | 9.3k | 28.77 |
| 2020-09-30 | $253k | 8.8k | 28.66 |
| 2020-06-30 | $282k | 9.3k | 30.28 |
| 2020-03-31 | $271k | 9.3k | 29.10 |
| 2019-12-31 | $354k | 9.1k | 39.04 |
| 2019-09-30 | $343k | 9.1k | 37.83 |
| 2019-06-30 | $537k | 16k | 33.54 |
| 2019-03-31 | $493k | 16k | 31.35 |
| 2018-12-31 | $430k | 15k | 28.51 |
| 2018-09-30 | $507k | 15k | 33.60 |
| 2018-06-30 | $476k | 15k | 32.08 |
| 2018-03-31 | $487k | 14k | 35.66 |
| 2017-12-31 | $545k | 14k | 38.87 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners