At&t shares owned by Summit Wealth Partners
Historical chart of Summit Wealth Partners investment in At&t
Tip: Access up to 7 years of quarterly data
All positions including At&t held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in At&t by Summit Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $448k | 20k | 22.00 |
2024-06-30 | $389k | 20k | 19.11 |
2024-03-31 | $359k | 20k | 17.60 |
2023-12-31 | $342k | 20k | 16.78 |
2023-09-30 | $314k | 21k | 15.02 |
2023-06-30 | $328k | 21k | 15.95 |
2023-03-31 | $398k | 21k | 19.25 |
2022-12-31 | $382k | 21k | 18.41 |
2022-09-30 | $314k | 20k | 15.34 |
2022-06-30 | $426k | 20k | 20.96 |
2022-03-31 | $466k | 20k | 23.63 |
2021-12-31 | $487k | 20k | 24.60 |
2021-09-30 | $591k | 22k | 27.01 |
2021-06-30 | $598k | 21k | 28.78 |
2021-03-31 | $629k | 21k | 30.27 |
2020-12-31 | $626k | 22k | 28.76 |
2020-09-30 | $606k | 21k | 28.51 |
2020-06-30 | $637k | 21k | 30.23 |
2020-03-31 | $613k | 21k | 29.15 |
2019-12-31 | $822k | 21k | 39.08 |