Dorchester Wealth Management’s AT&T T Stock Holding History

Dorchester Wealth Management’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$494K	Sell	21,689 -3,482	-14%	-$78.4K	0.1%	90
2024 Q3	$554K	Hold	25,171	–	–	0.1%	91
2024 Q2	$481K	Sell	25,171 -16	-0.1%	-$278	0.09%	98
2024 Q1	$443K	Sell	25,187 -116	-0.5%	-$1.98K	0.08%	113
2023 Q4	$425K	Buy	25,303 +2,010	+9%	+$31.7K	0.08%	111
2023 Q3	$350K	Sell	23,293 -1,090	-4%	-$16K	0.07%	117
2023 Q2	$389K	Sell	24,383 -392	-2%	-$6.68K	0.08%	109
2023 Q1	$477K	Buy	24,775 +7	+0%	+$134	0.1%	102
2022 Q4	$456K	Sell	24,768 -5,755	-19%	-$103K	0.11%	95
2022 Q3	$468K	Sell	30,523 -3,718	-11%	-$67.6K	0.1%	100
2022 Q2	$718K	Sell	34,241 -8,943	-21%	-$178K	0.14%	89
2022 Q1	$963K	Sell	43,184 -6,610	-13%	-$122K	0.15%	74
2021 Q4	$925K	Buy	49,794 +13,538	+37%	+$253K	0.18%	69
2021 Q3	$740K	Sell	36,256 -3,314	-8%	-$69.6K	0.18%	72
2021 Q2	$860K	Sell	39,570 -2,750	-6%	-$62.6K	0.2%	66
2021 Q1	$968K	Sell	42,320 -1,752	-4%	-$38.7K	0.24%	65
2020 Q4	$957K	Buy	44,072 +2,015	+5%	+$43.5K	0.25%	62
2020 Q3	$906K	Buy	42,057 +7,311	+21%	+$163K	0.28%	61
2020 Q2	$793K	Sell	34,746 -8,582	-20%	-$195K	0.25%	64
2020 Q1	$954K	Sell	43,328 -7,518	-15%	-$205K	0.35%	52
2019 Q4	$1.5M	Buy	50,846 +15,048	+42%	+$435K	0.42%	46
2019 Q3	$1.02M	Buy	35,798 +4,942	+16%	+$131K	0.3%	51
2019 Q2	$781K	Sell	30,856 -3,040	-9%	-$72.9K	0.23%	63
2019 Q1	$803K	Buy	33,896 +2,256	+7%	+$51.9K	0.24%	58
2018 Q4	$682K	Buy	31,640 +4	+0%	+$93	0.24%	60
2018 Q3	$802K	Buy	31,636 +4	+0%	+$98	0.25%	57
2018 Q2	$767K	Buy	31,632 +2,628	+9%	+$66K	0.25%	60
2018 Q1	$781K	Buy	29,004 +1,352	+5%	+$37.6K	0.26%	56
2017 Q4	$812K	Buy	27,652 +534	+2%	+$14.6K	0.26%	61
2017 Q3	$802K	Sell	27,118 -329	-1%	-$9.34K	0.26%	63
2017 Q2	$782K	Buy	27,447 +3	+0%	+$88	0.27%	59
2017 Q1	$861K	Sell	27,444 -1,387	-5%	-$43.6K	0.3%	55
2016 Q4	$926K	Buy	28,831 +2,915	+11%	+$86K	0.34%	51
2016 Q3	$795K	Sell	25,916 -593	-2%	-$18.7K	0.3%	57
2016 Q2	$865K	Buy	26,509 +3	+0%	+$89	0.32%	58
2016 Q1	$784K	Sell	26,506 -726	-3%	-$20.1K	0.3%	54
2015 Q4	$708K	Sell	27,232 -1,454	-5%	-$36.9K	0.29%	57
2015 Q3	$942K	Sell	28,686 -4,892	-15%	-$125K	0.35%	52
2015 Q2	$1.13M	Buy	+33,578	New	+$868K	0.37%	50

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dorchester Wealth Management's T Position: Q4 2024 in Review

Dorchester Wealth Management reduced its AT&T (T) stake by 14% in Q4 2024, selling an estimated $78.4K and leaving 21,689 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #90.

Dorchester Wealth Management first reported a position in T in Q2 2015 and has held it in 39 quarters since. The position peaked at $1.5M in Q4 2019. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Dorchester Wealth Management held 21,689 shares of AT&T worth $494K as of Q4 2024.
Dorchester Wealth Management sold 3,482 AT&T shares in Q4 2024, an estimated $78.4K.
AT&T made up 0.1% of Dorchester Wealth Management's portfolio in Q4 2024, its #90 holding.
Dorchester Wealth Management first reported a position in AT&T in Q2 2015 and has held it in 39 quarters since.
Dorchester Wealth Management's AT&T position peaked at $1.5M in Q4 2019.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.