Ownership history in Selective Wealth Management, Inc. · 27 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in AT&T INC (T). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 8,495 | -2,311 | -21.4% | 0.07% | $222K | $27.62 |
| 2025 Q2 | REDUCED | 10,806 | -1,811 | -14.4% | 0.11% | $304K | $28.02 |
| 2025 Q1 | REDUCED | 12,617 | -567 | -4.3% | 0.15% | $338K | $27.09 |
| 2024 Q4 | REDUCED | 13,184 | -1,070 | -7.5% | 0.12% | $287K | $21.54 |
| 2024 Q3 | REDUCED | 14,254 | -2,377 | -14.3% | 0.13% | $312K | $20.55 |
| 2024 Q2 | UNCHANGED | 16,631 | — | 0% | 0.14% | $313K | $17.59 |
| 2024 Q1 | ADDED | 16,631 | +200 | +1.2% | 0.12% | $278K | $15.94 |
| 2023 Q4 | ADDED | 16,431 | +72 | +0.4% | 0.14% | $282K | $14.95 |
| 2023 Q3 | REDUCED | 16,359 | -826 | -4.8% | 0.13% | $240K | $13.13 |
| 2023 Q2 | REDUCED | 17,185 | -3,658 | -17.6% | 0.13% | $262K | $13.70 |
As of 2025 Q4 — sorted by position size