Blue Bell Private 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
$56.5K Hold
1,954
0.01% 375
2025
Q1
$55.3K Sell
1,954
-128
-6% -$3.62K 0.01% 365
2024
Q4
$47.4K Buy
2,082
+28
+1% +$638 0.01% 363
2024
Q3
$45.2K Sell
2,054
-24
-1% -$528 0.01% 375
2024
Q2
$39.7K Hold
2,078
0.01% 377
2024
Q1
$36.6K Buy
2,078
+147
+8% +$2.59K 0.01% 392
2023
Q4
$32.4K Sell
1,931
-2,073
-52% -$34.8K 0.01% 375
2023
Q3
$60.1K Hold
4,004
0.02% 249
2023
Q2
$63.9K Buy
4,004
+2,138
+115% +$34.1K 0.02% 237
2023
Q1
$35.9K Hold
1,866
0.01% 259
2022
Q4
$34.4K Hold
1,866
0.01% 248
2022
Q3
$29K Sell
1,866
-800
-30% -$12.4K 0.01% 259
2022
Q2
$56K Sell
2,666
-1,511
-36% -$31.7K 0.02% 205
2022
Q1
$75K Buy
4,177
+1,267
+44% +$22.8K 0.02% 183
2021
Q4
$54K Buy
+2,910
New +$54K 0.01% 199