Madison 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
Q2 | $448K | Buy |
15,469
+331
| +2% | +$9.58K | 0.1% | 93 |
|
|
2025
Q1 | $428K | Buy |
15,138
+115
| +0.8% | +$3.25K | 0.11% | 84 |
|
|
2024
Q4 | $342K | Sell |
15,023
-976
| -6% | -$22.2K | 0.1% | 106 |
|
|
2024
Q3 | $352K | Sell |
15,999
-4,955
| -24% | -$109K | 0.1% | 101 |
|
|
2024
Q2 | $400K | Buy |
20,954
+355
| +2% | +$6.78K | 0.14% | 78 |
|
|
2024
Q1 | $363K | Sell |
20,599
-38
| -0.2% | -$669 | 0.13% | 79 |
|
|
2023
Q4 | $346K | Buy |
20,637
+2,215
| +12% | +$37.2K | 0.14% | 78 |
|
|
2023
Q3 | $277K | Sell |
18,422
-2,960
| -14% | -$44.5K | 0.14% | 67 |
|
|
2023
Q2 | $341K | Sell |
21,382
-1,206
| -5% | -$19.2K | 0.16% | 61 |
|
|
2023
Q1 | $435K | Buy |
22,588
+476
| +2% | +$9.16K | 0.22% | 48 |
|
|
2022
Q4 | $407K | Sell |
22,112
-1,305
| -6% | -$24K | 0.24% | 49 |
|
|
2022
Q3 | $359K | Buy |
23,417
+748
| +3% | +$11.5K | 0.23% | 47 |
|
|
2022
Q2 | $475K | Sell |
22,669
-8,293
| -27% | -$174K | 0.3% | 39 |
|
|
2022
Q1 | $553K | Sell |
30,962
-1,197
| -4% | -$21.4K | 0.31% | 36 |
|
|
2021
Q4 | $598K | Sell |
32,159
-6,567
| -17% | -$122K | 0.3% | 31 |
|
|
2021
Q3 | $790K | Sell |
38,726
-1,444
| -4% | -$29.5K | 0.45% | 24 |
|
|
2021
Q2 | $873K | Buy |
40,170
+12,811
| +47% | +$278K | 0.5% | 23 |
|
|
2021
Q1 | $594K | Hold |
27,359
| – | – | 0.42% | 21 |
|
|
2020
Q4 | $594K | Buy |
+27,359
| New | +$594K | 0.4% | 22 |
|