MBE Wealth Management’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 | $325K | Buy |
11,242
+707
| +7% | +$20.5K | 0.14% | 86 |
|
|
2025
Q1 | $298K | Sell |
10,535
-136
| -1% | -$3.85K | 0.14% | 88 |
|
|
2024
Q4 | $243K | Buy |
10,671
+152
| +1% | +$3.46K | 0.14% | 79 |
|
|
2024
Q3 | $231K | Sell |
10,519
-977
| -8% | -$21.5K | 0.13% | 89 |
|
|
2024
Q2 | $220K | Buy |
11,496
+1,083
| +10% | +$20.7K | 0.13% | 83 |
|
|
2024
Q1 | $183K | Buy |
10,413
+5
| +0% | +$88 | 0.11% | 86 |
|
|
2023
Q4 | $175K | Buy |
10,408
+160
| +2% | +$2.69K | 0.09% | 86 |
|
|
2023
Q3 | $154K | Buy |
10,248
+108
| +1% | +$1.62K | 0.09% | 75 |
|
|
2023
Q2 | $162K | Sell |
10,140
-1,320
| -12% | -$21.1K | 0.09% | 75 |
|
|
2023
Q1 | $221K | Sell |
11,460
-2,399
| -17% | -$46.2K | 0.13% | 67 |
|
|
2022
Q4 | $255K | Buy |
+13,859
| New | +$255K | 0.16% | 57 |
|
|
2022
Q1 | – | Sell |
-11,901
| Closed | -$221K | – | 72 |
|
|
2021
Q4 | $221K | Sell |
11,901
-1,649
| -12% | -$30.6K | 0.11% | 58 |
|
|
2021
Q3 | $276K | Buy |
13,550
+1,966
| +17% | +$40K | 0.14% | 43 |
|
|
2021
Q2 | $252K | Sell |
11,584
-79
| -0.7% | -$1.72K | 0.13% | 42 |
|
|
2021
Q1 | $267K | Sell |
11,663
-1,647
| -12% | -$37.7K | 0.14% | 46 |
|
|
2020
Q4 | $289K | Sell |
13,310
-286
| -2% | -$6.21K | 0.2% | 41 |
|
|
2020
Q3 | $310K | Hold |
13,596
| – | – | 0.26% | 36 |
|
|
2020
Q2 | $310K | Buy |
13,596
+455
| +3% | +$10.4K | 0.26% | 36 |
|
|
2020
Q1 | $289K | Buy |
13,141
+1,380
| +12% | +$30.3K | 0.28% | 25 |
|
|
2019
Q4 | $347K | Buy |
+11,761
| New | +$347K | 0.35% | 23 |
|