Baker Tilly Wealth Management’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 | $201K | Buy |
+6,931
| New | +$201K | 0.07% | 228 |
|
|
2024
Q3 | – | Sell |
-13,743
| Closed | -$263K | – | 286 |
|
|
2024
Q2 | $263K | Sell |
13,743
-35,040
| -72% | -$670K | 0.11% | 218 |
|
|
2024
Q1 | $859K | Sell |
48,783
-2,821
| -5% | -$49.6K | 0.16% | 147 |
|
|
2023
Q4 | $866K | Sell |
51,604
-2,605
| -5% | -$43.7K | 0.14% | 156 |
|
|
2023
Q3 | $814K | Buy |
54,209
+4,568
| +9% | +$68.6K | 0.13% | 153 |
|
|
2023
Q2 | $792K | Buy |
49,641
+1,845
| +4% | +$29.4K | 0.08% | 242 |
|
|
2023
Q1 | $920K | Buy |
47,796
+6,444
| +16% | +$124K | 0.1% | 213 |
|
|
2022
Q4 | $761K | Sell |
41,352
-2,816
| -6% | -$51.8K | 0.09% | 239 |
|
|
2022
Q3 | $678K | Sell |
44,168
-26
| -0.1% | -$399 | 0.09% | 234 |
|
|
2022
Q2 | $926K | Sell |
44,194
-6,698
| -13% | -$140K | 0.12% | 185 |
|
|
2022
Q1 | $908K | Buy |
50,892
+8,471
| +20% | +$151K | 0.1% | 214 |
|
|
2021
Q4 | $788K | Sell |
42,421
-13,542
| -24% | -$252K | 0.08% | 260 |
|
|
2021
Q3 | $1.14M | Buy |
55,963
+755
| +1% | +$15.4K | 0.15% | 138 |
|
|
2021
Q2 | $1.2M | Sell |
55,208
-4,789
| -8% | -$104K | 0.19% | 115 |
|
|
2021
Q1 | $1.37M | Buy |
59,997
+4,818
| +9% | +$110K | 0.28% | 89 |
|
|
2020
Q4 | $1.2M | Buy |
+55,179
| New | +$1.2M | 0.37% | 63 |
|