Linscomb Wealth’s AT&T T Stock Holding History

Linscomb Wealth’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Buy	38,629 +1,962	+5%	+$56.8K	0.05%	165
2025 Q1	$1.04M	Sell	36,667 -2,580	-7%	-$73K	0.05%	166
2024 Q4	$894K	Sell	39,247 -4,378	-10%	-$99.7K	0.04%	176
2024 Q3	$960K	Sell	43,625 -2,370	-5%	-$52.1K	0.05%	168
2024 Q2	$879K	Sell	45,995 -17,699	-28%	-$338K	0.05%	166
2024 Q1	$1.12M	Sell	63,694 -6,750	-10%	-$119K	0.06%	156
2023 Q4	$1.18M	Sell	70,444 -10,685	-13%	-$179K	0.07%	152
2023 Q3	$1.22M	Sell	81,129 -16,957	-17%	-$255K	0.07%	146
2023 Q2	$1.56M	Sell	98,086 -9,968	-9%	-$159K	0.08%	144
2023 Q1	$2.08M	Sell	108,054 -13,620	-11%	-$262K	0.11%	130
2022 Q4	$2.24M	Buy	121,674 +16,096	+15%	+$296K	0.11%	132
2022 Q3	$1.62M	Sell	105,578 -7,308	-6%	-$112K	0.1%	135
2022 Q2	$2.37M	Sell	112,886 -56,283	-33%	-$1.18M	0.14%	115
2022 Q1	$3.02M	Sell	169,169 -235,204	-58%	-$4.2M	0.14%	111
2021 Q4	$7.51M	Buy	404,373 +17,725	+5%	+$329K	0.36%	72
2021 Q3	$7.89M	Buy	386,648 +11,690	+3%	+$238K	0.41%	68
2021 Q2	$8.15M	Sell	374,958 -29,286	-7%	-$637K	0.42%	65
2021 Q1	$9.24M	Buy	404,244 +22,996	+6%	+$526K	0.5%	50
2020 Q4	$8.28M	Buy	381,248 +16,960	+5%	+$368K	0.49%	47
2020 Q3	$7.84M	Buy	364,288 +19,681	+6%	+$424K	0.54%	45
2020 Q2	$7.87M	Buy	344,607 +72,824	+27%	+$1.66M	0.58%	36
2020 Q1	$5.98M	Buy	271,783 +22,433	+9%	+$494K	0.53%	33
2019 Q4	$7.36M	Buy	249,350 +9,036	+4%	+$267K	0.48%	28
2019 Q3	$6.87M	Buy	240,314 +8,734	+4%	+$250K	0.55%	30
2019 Q2	$5.86M	Buy	231,580 +4,656	+2%	+$118K	0.48%	34
2019 Q1	$5.38M	Buy	226,924 +22,992	+11%	+$545K	0.45%	36
2018 Q4	$4.4M	Sell	203,932 -22,998	-10%	-$496K	0.42%	42
2018 Q3	$5.76M	Buy	226,930 +8,426	+4%	+$214K	0.47%	35
2018 Q2	$5.3M	Buy	218,504 +16,900	+8%	+$410K	0.45%	33
2018 Q1	$5.43M	Buy	201,604 +4,292	+2%	+$116K	0.46%	32
2017 Q4	$5.79M	Buy	197,312 +11,873	+6%	+$349K	0.48%	31
2017 Q3	$5.49M	Buy	185,439 +4,954	+3%	+$147K	0.47%	31
2017 Q2	$5.14M	Buy	180,485 +187	+0.1%	+$5.33K	0.46%	27
2017 Q1	$5.66M	Buy	180,298 +7,417	+4%	+$233K	0.51%	25
2016 Q4	$5.55M	Buy	172,881 +2,732	+2%	+$87.8K	0.52%	26
2016 Q3	$5.22M	Buy	170,149 +4,208	+3%	+$129K	0.51%	26
2016 Q2	$5.42M	Sell	165,941 -3,460	-2%	-$113K	0.55%	25
2016 Q1	$5.01M	Buy	169,401 +25,106	+17%	+$743K	0.54%	25
2015 Q4	$3.75M	Buy	144,295 +3,742	+3%	+$97.2K	0.42%	31
2015 Q3	$3.46M	Sell	140,553 -204	-0.1%	-$5.02K	0.41%	34
2015 Q2	$3.78M	Buy	140,757 +13,552	+11%	+$364K	0.41%	34
2015 Q1	$3.14M	Buy	127,205 +11,076	+10%	+$273K	0.34%	47
2014 Q4	$2.95M	Buy	116,129 +1,239	+1%	+$31.4K	0.33%	50
2014 Q3	$3.06M	Buy	114,890 +1,046	+0.9%	+$27.8K	0.34%	43
2014 Q2	$3.04M	Buy	113,844 +4,492	+4%	+$120K	0.32%	45
2014 Q1	$2.9M	Buy	109,352 +16,321	+18%	+$432K	0.32%	45
2013 Q4	$2.47M	Sell	93,031 -2,047	-2%	-$54.4K	0.3%	47
2013 Q3	$2.43M	Buy	95,078 +19,106	+25%	+$488K	0.32%	45
2013 Q2	$2.03M	Buy	+75,972	New	+$2.03M	0.28%	48