Annis Gardner Whiting Capital Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
5,250
+1,408
+37% +$40.7K 0.05% 244
2025
Q1
$109K Buy
3,842
+99
+3% +$2.8K 0.05% 262
2024
Q4
$85.2K Buy
3,743
+306
+9% +$6.97K 0.02% 291
2024
Q3
$75.6K Sell
3,437
-244
-7% -$5.37K 0.02% 323
2024
Q2
$70.3K Sell
3,681
-543
-13% -$10.4K 0.02% 355
2024
Q1
$74.3K Buy
4,224
+3,963
+1,518% +$69.7K 0.03% 331
2023
Q4
$4.37K Buy
261
+1
+0.4% +$17 ﹤0.01% 560
2023
Q3
$3.91K Buy
+260
New +$3.91K ﹤0.01% 552