Carolinas Wealth Consulting’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 | – | Sell |
-3,887
| Closed | -$110K | – | 835 |
|
|
2025
Q1 | $110K | Sell |
3,887
-20,274
| -84% | -$573K | 0.02% | 228 |
|
|
2024
Q4 | $550K | Buy |
24,161
+384
| +2% | +$8.74K | 0.11% | 98 |
|
|
2024
Q3 | $523K | Buy |
23,777
+127
| +0.5% | +$2.79K | 0.09% | 106 |
|
|
2024
Q2 | $452K | Buy |
23,650
+521
| +2% | +$9.96K | 0.09% | 110 |
|
|
2024
Q1 | $407K | Sell |
23,129
-3,501
| -13% | -$61.6K | 0.08% | 112 |
|
|
2023
Q4 | $377K | Sell |
26,630
-2,635
| -9% | -$37.3K | 0.08% | 106 |
|
|
2023
Q3 | $394K | Sell |
29,265
-3,059
| -9% | -$41.2K | 0.1% | 97 |
|
|
2023
Q2 | $450K | Buy |
32,324
+10
| +0% | +$139 | 0.09% | 109 |
|
|
2023
Q1 | $542K | Sell |
32,314
-105
| -0.3% | -$1.76K | 0.12% | 97 |
|
|
2022
Q4 | $520K | Buy |
32,419
+400
| +1% | +$6.42K | 0.12% | 93 |
|
|
2022
Q3 | $428K | Buy |
32,019
+19
| +0.1% | +$254 | 0.11% | 97 |
|
|
2022
Q2 | $583K | Sell |
32,000
-4,651
| -13% | -$84.7K | 0.14% | 76 |
|
|
2022
Q1 | $654K | Sell |
36,651
-524
| -1% | -$9.35K | 0.14% | 76 |
|
|
2021
Q4 | $691K | Buy |
37,175
+267
| +0.7% | +$4.96K | 0.15% | 75 |
|
|
2021
Q3 | $753K | Sell |
36,908
-4,201
| -10% | -$85.7K | 0.18% | 64 |
|
|
2021
Q2 | $894K | Buy |
41,109
+17,325
| +73% | +$377K | 0.2% | 57 |
|
|
2021
Q1 | $544K | Buy |
23,784
+630
| +3% | +$14.4K | 0.13% | 79 |
|
|
2020
Q4 | $503K | Buy |
23,154
+432
| +2% | +$9.39K | 0.14% | 80 |
|
|
2020
Q3 | $489K | Buy |
22,722
+908
| +4% | +$19.5K | 0.16% | 64 |
|
|
2020
Q2 | $498K | Sell |
21,814
-1,588
| -7% | -$36.3K | 0.2% | 59 |
|
|
2020
Q1 | $516K | Buy |
23,402
+14,117
| +152% | +$311K | 0.28% | 50 |
|
|
2019
Q4 | $271K | Buy |
+9,285
| New | +$271K | 0.28% | 50 |
|