Mitchell & Pahl Private Wealth’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
$2.65M Buy
91,523
+2,040
+2% +$59K 1.17% 30
2025
Q1
$2.53M Buy
89,483
+804
+0.9% +$22.7K 1.18% 28
2024
Q4
$2.02M Buy
88,679
+3,654
+4% +$83.2K 0.94% 40
2024
Q3
$1.87M Buy
85,025
+4,678
+6% +$103K 0.87% 44
2024
Q2
$1.54M Buy
80,347
+1,608
+2% +$30.7K 0.81% 48
2024
Q1
$1.39M Buy
78,739
+8,973
+13% +$158K 0.73% 52
2023
Q4
$1.17M Sell
69,766
-5,835
-8% -$97.9K 0.66% 55
2023
Q3
$1.14M Buy
75,601
+9,238
+14% +$139K 0.67% 51
2023
Q2
$1.06M Buy
66,363
+3,293
+5% +$52.5K 0.64% 51
2023
Q1
$1.21M Buy
63,070
+3,137
+5% +$60.4K 0.76% 44
2022
Q4
$1.1M Buy
59,933
+4,315
+8% +$79.4K 0.72% 49
2022
Q3
$853K Buy
55,618
+5,544
+11% +$85K 0.63% 51
2022
Q2
$1.05M Buy
50,074
+3,840
+8% +$80.5K 0.73% 47
2022
Q1
$825K Buy
46,234
+12,815
+38% +$229K 0.53% 69
2021
Q4
$621K Sell
33,419
-3,627
-10% -$67.4K 0.4% 81
2021
Q3
$756K Buy
37,046
+460
+1% +$9.39K 0.54% 66
2021
Q2
$795K Buy
36,586
+2,523
+7% +$54.8K 0.57% 64
2021
Q1
$779K Buy
34,063
+5,445
+19% +$125K 0.6% 59
2020
Q4
$622K Buy
+28,618
New +$622K 0.52% 64