Northwest 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 | $260K | Buy |
8,987
+1,780
| +25% | +$51.5K | 0.05% | 163 |
|
|
2025
Q1 | $204K | Buy |
+7,207
| New | +$204K | 0.04% | 177 |
|
|
2022
Q4 | – | Sell |
-10,842
| Closed | -$166K | – | 149 |
|
|
2022
Q3 | $166K | Sell |
10,842
-4,035
| -27% | -$61.8K | 0.07% | 136 |
|
|
2022
Q2 | $312K | Sell |
14,877
-1,680
| -10% | -$35.2K | 0.14% | 113 |
|
|
2022
Q1 | $296K | Buy |
16,557
+1,482
| +10% | +$26.5K | 0.15% | 107 |
|
|
2021
Q4 | $280K | Buy |
15,075
+673
| +5% | +$12.5K | 0.13% | 102 |
|
|
2021
Q3 | $294K | Sell |
14,402
-2,504
| -15% | -$51.1K | 0.15% | 97 |
|
|
2021
Q2 | $368K | Buy |
16,906
+5,247
| +45% | +$114K | 0.19% | 91 |
|
|
2021
Q1 | $267K | Buy |
11,659
+163
| +1% | +$3.73K | 0.17% | 97 |
|
|
2020
Q4 | $250K | Buy |
11,496
+74
| +0.6% | +$1.61K | 0.17% | 97 |
|
|
2020
Q3 | $246K | Sell |
11,422
-695
| -6% | -$15K | 0.2% | 88 |
|
|
2020
Q2 | $277K | Buy |
12,117
+929
| +8% | +$21.2K | 0.24% | 81 |
|
|
2020
Q1 | $246K | Sell |
11,188
-1,370
| -11% | -$30.1K | 0.25% | 73 |
|
|
2019
Q4 | $371K | Sell |
12,558
-5,001
| -28% | -$148K | 0.34% | 67 |
|
|
2019
Q3 | $502K | Buy |
17,559
+1,495
| +9% | +$42.7K | 0.41% | 65 |
|
|
2019
Q2 | $407K | Sell |
16,064
-4,184
| -21% | -$106K | 0.33% | 72 |
|
|
2019
Q1 | $480K | Buy |
20,248
+44
| +0.2% | +$1.04K | 0.36% | 64 |
|
|
2018
Q4 | $436K | Sell |
20,204
-110
| -0.5% | -$2.37K | 0.37% | 61 |
|
|
2018
Q3 | $515K | Sell |
20,314
-1,901
| -9% | -$48.2K | 0.39% | 63 |
|
|
2018
Q2 | $539K | Buy |
22,215
+258
| +1% | +$6.26K | 0.41% | 58 |
|
|
2018
Q1 | $591K | Sell |
21,957
-8,112
| -27% | -$218K | 0.44% | 55 |
|
|
2017
Q4 | $883K | Buy |
30,069
+10,610
| +55% | +$312K | 0.72% | 40 |
|
|
2017
Q3 | $576K | Sell |
19,459
-4,161
| -18% | -$123K | 0.81% | 30 |
|
|
2017
Q2 | $673K | Buy |
23,620
+3,068
| +15% | +$87.4K | 0.61% | 42 |
|
|
2017
Q1 | $645K | Buy |
20,552
+10
| +0% | +$314 | 0.6% | 39 |
|
|
2016
Q4 | $660K | Buy |
+20,542
| New | +$660K | 0.67% | 37 |
|