Shakespeare Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Sell |
|
|||||
|
2025
Q2 | $248K | Buy |
|
|||||
|
2025
Q1 | $202K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $187K | Sell |
|
|||||
|
2023
Q3 | $172K | Buy |
|
|||||
|
2023
Q2 | $178K | Sell |
|
|||||
|
2023
Q1 | $235K | Hold |
|
|||||
|
2022
Q4 | $225K | Sell |
|
|||||
|
2022
Q3 | $191K | Buy |
|
|||||
|
2022
Q2 | $255K | Sell |
|
|||||
|
2022
Q1 | $295K | Hold |
|
|||||
|
2021
Q4 | $300K | Sell |
|
|||||
|
2021
Q3 | $414K | Sell |
|
|||||
|
2021
Q2 | $439K | Sell |
|
|||||
|
2021
Q1 | $488K | Hold |
|
|||||
|
2020
Q4 | $464K | Sell |
|
|||||
|
2020
Q3 | $501K | Sell |
|
|||||
|
2020
Q2 | $556K | Buy |
|
|||||
|
2020
Q1 | $504K | Hold |
|
|||||
|
2019
Q4 | $676K | Sell |
|
|||||
|
2019
Q3 | $663K | Sell |
|
|||||
|
2019
Q2 | $588K | Buy |
|
|||||
|
2019
Q1 | $493K | Buy |
|
|||||
|
2018
Q4 | $406K | Sell |
|
|||||
|
2018
Q3 | $481K | Buy |
|
|||||
|
2018
Q2 | $457K | Buy |
|
|||||
|
2018
Q1 | $508K | Hold |
|
|||||
|
2017
Q4 | $554K | Buy |
|