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Avitas Wealth Management LLC

SEC CIK
0001734565
Latest filing
Jan 27, 2025

T holding history

AT&T Inc. in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overviewAll 13F holders of TFull Q4 2024 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of T by Avitas Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−82,595−100.0%Sold outHolders
Q2 202382,595$1.32M0.2%+19,729+31.4%AddedHolders
Q1 202362,866$1.21M0.2%+62,866NewHolders
Q3 20220$00.0%−190,156−100.0%Sold outHolders
Q2 2022190,156$3.99M0.9%+35,884+23.3%AddedHolders
Q1 2022154,272$3.65M0.7%+154,272NewHolders