Baldwin Wealth Partners’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 | $326K | Buy |
11,277
+2,127
| +23% | +$61.6K | 0.02% | 177 |
|
|
2025
Q1 | $259K | Sell |
9,150
-638
| -7% | -$18K | 0.02% | 190 |
|
|
2024
Q4 | $223K | Buy |
9,788
+2,075
| +27% | +$47.2K | 0.02% | 216 |
|
|
2024
Q3 | $170K | Buy |
7,713
+685
| +10% | +$15.1K | 0.01% | 352 |
|
|
2024
Q2 | $134K | Buy |
7,028
+375
| +6% | +$7.17K | 0.01% | 234 |
|
|
2024
Q1 | $117K | Buy |
6,653
+21
| +0.3% | +$370 | 0.01% | 257 |
|
|
2023
Q4 | $111K | Sell |
6,632
-385
| -5% | -$6.46K | 0.01% | 263 |
|
|
2023
Q3 | $105K | Hold |
7,017
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $112K | Sell |
7,017
-2,190
| -24% | -$34.9K | 0.01% | 306 |
|
|
2023
Q1 | $177K | Hold |
9,207
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $170K | Buy |
9,207
+6,632
| +258% | +$122K | 0.02% | 252 |
|
|
2022
Q3 | $40K | Hold |
2,575
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $54K | Sell |
2,575
-834
| -24% | -$17.5K | 0.01% | 347 |
|
|
2022
Q1 | $61K | Hold |
3,409
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $63K | Sell |
3,409
-5,451
| -62% | -$101K | 0.01% | 321 |
|
|
2021
Q3 | $181K | Sell |
8,860
-1,523
| -15% | -$31.1K | 0.02% | 207 |
|
|
2021
Q2 | $226K | Buy |
10,383
+1,523
| +17% | +$33.2K | 0.02% | 187 |
|
|
2021
Q1 | $203K | Sell |
8,860
-370
| -4% | -$8.48K | 0.02% | 179 |
|
|
2020
Q4 | $200K | Sell |
9,230
-991
| -10% | -$21.5K | 0.03% | 173 |
|
|
2020
Q3 | $220K | Sell |
10,221
-384
| -4% | -$8.27K | 0.03% | 151 |
|
|
2020
Q2 | $242K | Sell |
10,605
-1,457
| -12% | -$33.2K | 0.04% | 141 |
|
|
2020
Q1 | $266K | Hold |
12,062
| – | – | 0.05% | 129 |
|
|
2019
Q4 | $356K | Buy |
12,062
+992
| +9% | +$29.3K | 0.05% | 136 |
|
|
2019
Q3 | $316K | Sell |
11,070
-371
| -3% | -$10.6K | 0.05% | 138 |
|
|
2019
Q2 | $290K | Sell |
11,441
-827
| -7% | -$21K | 0.04% | 171 |
|
|
2019
Q1 | $291K | Sell |
12,268
-695
| -5% | -$16.5K | 0.04% | 177 |
|
|
2018
Q4 | $279K | Buy |
12,963
+8,255
| +175% | +$178K | 0.05% | 165 |
|
|
2018
Q3 | $119K | Sell |
4,708
-66
| -1% | -$1.67K | 0.02% | 237 |
|
|
2018
Q2 | $116K | Sell |
4,774
-36
| -0.7% | -$875 | 0.02% | 241 |
|
|
2018
Q1 | $130K | Buy |
4,810
+2,245
| +88% | +$60.7K | 0.02% | 222 |
|
|
2017
Q4 | $75K | Sell |
2,565
-467
| -15% | -$13.7K | 0.01% | 267 |
|
|
2017
Q3 | $90K | Sell |
3,032
-2,034
| -40% | -$60.4K | 0.01% | 244 |
|
|
2017
Q2 | $144K | Sell |
5,066
-7,139
| -58% | -$203K | 0.02% | 210 |
|
|
2017
Q1 | $383K | Sell |
12,205
-1,019
| -8% | -$32K | 0.06% | 147 |
|
|
2016
Q4 | $425K | Buy |
13,224
+582
| +5% | +$18.7K | 0.08% | 132 |
|
|
2016
Q3 | $388K | Sell |
12,642
-1,378
| -10% | -$42.3K | 0.07% | 136 |
|
|
2016
Q2 | $458K | Sell |
14,020
-44,958
| -76% | -$1.47M | 0.09% | 119 |
|
|
2016
Q1 | $1.75M | Buy |
+58,978
| New | +$1.75M | 0.31% | 72 |
|
|
2015
Q4 | – | Sell |
-13,936
| Closed | -$343K | – | 246 |
|
|
2015
Q3 | $343K | Hold |
13,936
| – | – | 0.06% | 182 |
|
|
2015
Q2 | $374K | Sell |
13,936
-166
| -1% | -$4.46K | 0.06% | 184 |
|
|
2015
Q1 | $348K | Sell |
14,102
-3,101
| -18% | -$76.5K | 0.05% | 190 |
|
|
2014
Q4 | $436K | Sell |
17,203
-3,699
| -18% | -$93.7K | 0.06% | 179 |
|
|
2014
Q3 | $556K | Buy |
20,902
+4,566
| +28% | +$121K | 0.08% | 174 |
|
|
2014
Q2 | $436K | Buy |
16,336
+2,785
| +21% | +$74.3K | 0.06% | 176 |
|
|
2014
Q1 | $359K | Buy |
13,551
+688
| +5% | +$18.2K | 0.06% | 189 |
|
|
2013
Q4 | $342K | Buy |
+12,863
| New | +$342K | 0.05% | 186 |
|