Institute for Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $954K | Sell |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $784K | Sell |
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|
2023
Q4 | $770K | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $732K | Sell |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $564K | Buy |
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|
2022
Q2 | $770K | Sell |
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|
2022
Q1 | $869K | Buy |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $878K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $692K | Sell |
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|
2020
Q4 | $694K | Sell |
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|
2020
Q3 | $925K | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $1.44M | Buy |
|
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.78M | Buy |
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|
2019
Q1 | $2.38M | Sell |
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|
2018
Q4 | $2.38M | Sell |
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|
2018
Q3 | $3.06M | Sell |
|
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|
2018
Q2 | $3.18M | Buy |
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|
2018
Q1 | $2.88M | Buy |
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|
2017
Q4 | $2.51M | Sell |
|
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|
2017
Q3 | $3.94M | Buy |
|
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|
2017
Q2 | $3.42M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $38K | Buy |
|