Brandywine Oak Private Wealth’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
$291K Sell
10,050
-17
-0.2% -$492 0.03% 192
2025
Q1
$285K Sell
10,067
-109
-1% -$3.08K 0.03% 189
2024
Q4
$232K Sell
10,176
-849
-8% -$19.3K 0.02% 211
2024
Q3
$243K Buy
11,025
+1
+0% +$22 0.02% 214
2024
Q2
$211K Sell
11,024
-2,449
-18% -$46.8K 0.02% 221
2024
Q1
$237K Buy
13,473
+2,451
+22% +$43.1K 0.02% 217
2023
Q4
$185K Sell
11,022
-3,772
-25% -$63.3K 0.02% 227
2023
Q3
$222K Sell
14,794
-2,056
-12% -$30.9K 0.03% 216
2023
Q2
$269K Sell
16,850
-36
-0.2% -$574 0.03% 212
2023
Q1
$325K Sell
16,886
-4,394
-21% -$84.6K 0.04% 192
2022
Q4
$392K Sell
21,280
-1,321
-6% -$24.3K 0.05% 173
2022
Q3
$346K Sell
22,601
-312
-1% -$4.78K 0.05% 188
2022
Q2
$480K Sell
22,913
-7,420
-24% -$155K 0.06% 176
2022
Q1
$541K Buy
30,333
+319
+1% +$5.69K 0.06% 185
2021
Q4
$557K Sell
30,014
-11,492
-28% -$213K 0.06% 192
2021
Q3
$846K Sell
41,506
-5,848
-12% -$119K 0.1% 146
2021
Q2
$1.03M Buy
47,354
+15,371
+48% +$334K 0.12% 123
2021
Q1
$731K Sell
31,983
-3,347
-9% -$76.5K 0.11% 116
2020
Q4
$767K Buy
35,330
+1,438
+4% +$31.2K 0.12% 108
2020
Q3
$729K Sell
33,892
-1,426
-4% -$30.7K 0.12% 103
2020
Q2
$806K Sell
35,318
-13,348
-27% -$305K 0.14% 91
2020
Q1
$1.03M Buy
48,666
+2,213
+5% +$46.9K 0.21% 73
2019
Q4
$1.37M Buy
46,453
+73
+0.2% +$2.16K 0.25% 61
2019
Q3
$1.33M Buy
46,380
+9,587
+26% +$274K 0.25% 61
2019
Q2
$931K Sell
36,793
-621
-2% -$15.7K 0.19% 69
2019
Q1
$886K Sell
37,414
-672
-2% -$15.9K 0.18% 68
2018
Q4
$774K Buy
+38,086
New +$774K 0.17% 76