Connecticut 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
$324K Sell
11,184
-10
-0.1% -$289 0.02% 251
2025
Q1
$317K Sell
11,194
-1,165
-9% -$32.9K 0.02% 254
2024
Q4
$281K Buy
12,359
+1,117
+10% +$25.4K 0.01% 232
2024
Q3
$247K Sell
11,242
-4,473
-28% -$98.4K 0.01% 286
2024
Q2
$300K Buy
15,715
+4,555
+41% +$87K 0.02% 263
2024
Q1
$196K Sell
11,160
-10,441
-48% -$184K 0.01% 318
2023
Q4
$362K Buy
21,601
+620
+3% +$10.4K 0.02% 246
2023
Q3
$315K Buy
20,981
+7,278
+53% +$109K 0.02% 221
2023
Q2
$219K Buy
13,703
+811
+6% +$12.9K 0.02% 243
2023
Q1
$248K Sell
12,892
-1,019
-7% -$19.6K 0.02% 221
2022
Q4
$256K Sell
13,911
-4,003
-22% -$73.7K 0.02% 170
2022
Q3
$275K Sell
17,914
-1,712
-9% -$26.3K 0.03% 156
2022
Q2
$411K Sell
19,626
-1,566
-7% -$32.8K 0.04% 129
2022
Q1
$378K Buy
21,192
+1,723
+9% +$30.7K 0.03% 136
2021
Q4
$362K Sell
19,469
-13,558
-41% -$252K 0.03% 143
2021
Q3
$674K Sell
33,027
-413
-1% -$8.43K 0.06% 102
2021
Q2
$727K Sell
33,440
-8,369
-20% -$182K 0.06% 93
2021
Q1
$956K Sell
41,809
-352
-0.8% -$8.05K 0.09% 69
2020
Q4
$916K Buy
42,161
+4
+0% +$87 0.1% 79
2020
Q3
$908K Buy
42,157
+11,660
+38% +$251K 0.1% 87
2020
Q2
$696K Sell
30,497
-1,356
-4% -$30.9K 0.09% 71
2020
Q1
$701K Sell
31,853
-1,561
-5% -$34.4K 0.1% 77
2019
Q4
$986K Buy
33,414
+1,357
+4% +$40K 0.11% 83
2019
Q3
$916K Buy
32,057
+12,985
+68% +$371K 0.11% 82
2019
Q2
$483K Sell
19,072
-2,811
-13% -$71.2K 0.06% 100
2019
Q1
$518K Sell
21,883
-1,482
-6% -$35.1K 0.18% 38
2018
Q4
$504K Sell
23,365
-3,372
-13% -$72.7K 0.22% 39
2018
Q3
$676K Buy
26,737
+955
+4% +$24.1K 0.3% 32
2018
Q2
$627K Buy
25,782
+4,013
+18% +$97.6K 0.3% 31
2018
Q1
$577K Buy
21,769
+2,024
+10% +$53.6K 0.33% 30
2017
Q4
$570K Sell
19,745
-819
-4% -$23.6K 0.31% 32
2017
Q3
$595K Sell
20,564
-6,865
-25% -$199K 0.35% 33
2017
Q2
$763K Sell
27,429
-1,058
-4% -$29.4K 0.46% 27
2017
Q1
$893K Buy
28,487
+1,324
+5% +$41.5K 0.54% 26
2016
Q4
$833K Buy
27,163
+908
+3% +$27.8K 0.53% 22
2016
Q3
$791K Buy
+26,255
New +$791K 0.57% 23