Heritage Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $250K | Sell |
8,842
-3,258
| -27% | -$92.1K | 0.38% | 50 |
|
|
2024
Q4 | $276K | Buy |
12,100
+54
| +0.4% | +$1.23K | 0.35% | 51 |
|
|
2024
Q3 | $265K | Buy |
12,046
+32
| +0.3% | +$704 | 0.31% | 54 |
|
|
2024
Q2 | $230K | Sell |
12,014
-3,004
| -20% | -$57.4K | 0.33% | 53 |
|
|
2024
Q1 | $252K | Hold |
15,018
| – | – | 0.51% | 35 |
|
|
2023
Q4 | $252K | Buy |
15,018
+1,605
| +12% | +$26.9K | 0.51% | 35 |
|
|
2023
Q3 | $201K | Sell |
13,413
-1,589
| -11% | -$23.9K | 0.43% | 38 |
|
|
2023
Q2 | $239K | Buy |
+15,002
| New | +$239K | 0.14% | 64 |
|
|
2023
Q1 | – | Sell |
-15,060
| Closed | -$284K | – | 52 |
|
|
2022
Q4 | $284K | Buy |
+15,060
| New | +$284K | 0.26% | 36 |
|