Shakespeare 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 | $248K | Buy |
8,586
+1,455
| +20% | +$42.1K | 0.07% | 86 |
|
|
2025
Q1 | $202K | Buy |
+7,131
| New | +$202K | 0.05% | 95 |
|
|
2024
Q1 | – | Sell |
-11,170
| Closed | -$187K | – | 88 |
|
|
2023
Q4 | $187K | Sell |
11,170
-278
| -2% | -$4.67K | 0.06% | 83 |
|
|
2023
Q3 | $172K | Buy |
11,448
+300
| +3% | +$4.51K | 0.06% | 78 |
|
|
2023
Q2 | $178K | Sell |
11,148
-1,079
| -9% | -$17.2K | 0.06% | 79 |
|
|
2023
Q1 | $235K | Hold |
12,227
| – | – | 0.08% | 68 |
|
|
2022
Q4 | $225K | Sell |
12,227
-240
| -2% | -$4.42K | 0.08% | 66 |
|
|
2022
Q3 | $191K | Buy |
12,467
+273
| +2% | +$4.18K | 0.08% | 66 |
|
|
2022
Q2 | $255K | Sell |
12,194
-3,951
| -24% | -$82.6K | 0.1% | 61 |
|
|
2022
Q1 | $295K | Hold |
16,145
| – | – | 0.11% | 59 |
|
|
2021
Q4 | $300K | Sell |
16,145
-4,025
| -20% | -$74.8K | 0.11% | 60 |
|
|
2021
Q3 | $414K | Sell |
20,170
-610
| -3% | -$12.5K | 0.16% | 53 |
|
|
2021
Q2 | $439K | Sell |
20,780
-564
| -3% | -$11.9K | 0.17% | 49 |
|
|
2021
Q1 | $488K | Hold |
21,344
| – | – | 0.2% | 47 |
|
|
2020
Q4 | $464K | Sell |
21,344
-1,923
| -8% | -$41.8K | 0.2% | 45 |
|
|
2020
Q3 | $501K | Sell |
23,267
-1,072
| -4% | -$23.1K | 0.26% | 44 |
|
|
2020
Q2 | $556K | Buy |
24,339
+1,435
| +6% | +$32.8K | 0.32% | 41 |
|
|
2020
Q1 | $504K | Hold |
22,904
| – | – | 0.35% | 39 |
|
|
2019
Q4 | $676K | Sell |
22,904
-311
| -1% | -$9.18K | 0.37% | 40 |
|
|
2019
Q3 | $663K | Sell |
23,215
-3
| -0% | -$86 | 0.38% | 40 |
|
|
2019
Q2 | $588K | Buy |
23,218
+2,410
| +12% | +$61K | 0.38% | 39 |
|
|
2019
Q1 | $493K | Buy |
20,808
+1,954
| +10% | +$46.3K | 0.37% | 33 |
|
|
2018
Q4 | $406K | Sell |
18,854
-126
| -0.7% | -$2.71K | 0.31% | 38 |
|
|
2018
Q3 | $481K | Buy |
18,980
+126
| +0.7% | +$3.19K | 0.37% | 29 |
|
|
2018
Q2 | $457K | Buy |
18,854
+3
| +0% | +$73 | 0.41% | 27 |
|
|
2018
Q1 | $508K | Hold |
18,851
| – | – | 0.44% | 28 |
|
|
2017
Q4 | $554K | Buy |
+18,851
| New | +$554K | 0.52% | 27 |
|