Smith Salley 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 | $3.59M | Buy |
123,888
+3,755
| +3% | +$109K | 0.21% | 77 |
|
|
2025
Q1 | $3.4M | Buy |
120,133
+10,028
| +9% | +$284K | 0.22% | 75 |
|
|
2024
Q4 | $2.51M | Sell |
110,105
-792
| -0.7% | -$18K | 0.16% | 90 |
|
|
2024
Q3 | $2.44M | Buy |
110,897
+3,786
| +4% | +$83.3K | 0.16% | 93 |
|
|
2024
Q2 | $2.05M | Sell |
107,111
-24,072
| -18% | -$460K | 0.15% | 95 |
|
|
2024
Q1 | $2.31M | Sell |
131,183
-23,047
| -15% | -$406K | 0.18% | 85 |
|
|
2023
Q4 | $2.59M | Sell |
154,230
-2,566
| -2% | -$43.1K | 0.17% | 93 |
|
|
2023
Q3 | $2.36M | Sell |
156,796
-2,673
| -2% | -$40.1K | 0.17% | 91 |
|
|
2023
Q2 | $2.54M | Sell |
159,469
-1,315
| -0.8% | -$21K | 0.19% | 86 |
|
|
2023
Q1 | $3.1M | Buy |
160,784
+31,701
| +25% | +$610K | 0.25% | 80 |
|
|
2022
Q4 | $2.38M | Sell |
129,083
-25,971
| -17% | -$478K | 0.2% | 90 |
|
|
2022
Q3 | $2.38M | Sell |
155,054
-3,149
| -2% | -$48.3K | 0.22% | 89 |
|
|
2022
Q2 | $3.32M | Sell |
158,203
-44,434
| -22% | -$931K | 0.29% | 73 |
|
|
2022
Q1 | $3.62M | Buy |
202,637
+7,644
| +4% | +$136K | 0.27% | 77 |
|
|
2021
Q4 | $3.62M | Sell |
194,993
-7,910
| -4% | -$147K | 0.26% | 83 |
|
|
2021
Q3 | $4.14M | Sell |
202,903
-41,401
| -17% | -$844K | 0.33% | 68 |
|
|
2021
Q2 | $5.31M | Buy |
244,304
+13,927
| +6% | +$303K | 0.43% | 57 |
|
|
2021
Q1 | $5.27M | Buy |
230,377
+6,655
| +3% | +$152K | 0.47% | 56 |
|
|
2020
Q4 | $4.86M | Sell |
223,722
-320,939
| -59% | -$6.97M | 0.49% | 54 |
|
|
2020
Q3 | $11.7M | Buy |
544,661
+4,570
| +0.8% | +$98.4K | 1.42% | 23 |
|
|
2020
Q2 | $12.3M | Buy |
540,091
+21,553
| +4% | +$492K | 1.65% | 16 |
|
|
2020
Q1 | $11.4M | Sell |
518,538
-1,444
| -0.3% | -$31.8K | 1.9% | 14 |
|
|
2019
Q4 | $15.3M | Sell |
519,982
-1,387
| -0.3% | -$40.9K | 2.02% | 12 |
|
|
2019
Q3 | $14.9M | Buy |
521,369
+25,065
| +5% | +$716K | 2.12% | 9 |
|
|
2019
Q2 | $12.6M | Buy |
496,304
+22,324
| +5% | +$565K | 1.89% | 12 |
|
|
2019
Q1 | $11.2M | Buy |
473,980
+137,795
| +41% | +$3.26M | 1.81% | 13 |
|
|
2018
Q4 | $7.25M | Buy |
336,185
+137,499
| +69% | +$2.96M | 1.33% | 25 |
|
|
2018
Q3 | $5.04M | Buy |
198,686
+51,534
| +35% | +$1.31M | 0.8% | 46 |
|
|
2018
Q2 | $3.57M | Buy |
147,152
+3,701
| +3% | +$89.8K | 0.61% | 59 |
|
|
2018
Q1 | $3.86M | Buy |
143,451
+560
| +0.4% | +$15.1K | 0.69% | 58 |
|
|
2017
Q4 | $4.2M | Buy |
142,891
+11,283
| +9% | +$331K | 0.75% | 52 |
|
|
2017
Q3 | $3.89M | Buy |
131,608
+1,924
| +1% | +$56.9K | 0.75% | 53 |
|
|
2017
Q2 | $3.7M | Buy |
129,684
+3,893
| +3% | +$111K | 0.74% | 52 |
|
|
2017
Q1 | $3.95M | Buy |
125,791
+191
| +0.2% | +$5.99K | 0.81% | 47 |
|
|
2016
Q4 | $4.03M | Buy |
125,600
+2,013
| +2% | +$64.7K | 0.84% | 46 |
|
|
2016
Q3 | $3.79M | Buy |
123,587
+10,938
| +10% | +$336K | 0.84% | 46 |
|
|
2016
Q2 | $3.68M | Buy |
112,649
+15,252
| +16% | +$498K | 0.86% | 44 |
|
|
2016
Q1 | $2.88M | Sell |
97,397
-382
| -0.4% | -$11.3K | 0.72% | 47 |
|
|
2015
Q4 | $2.54M | Buy |
97,779
+1,302
| +1% | +$33.8K | 0.63% | 54 |
|
|
2015
Q3 | $2.37M | Buy |
96,477
+712
| +0.7% | +$17.5K | 0.64% | 51 |
|
|
2015
Q2 | $2.57M | Buy |
95,765
+7,982
| +9% | +$214K | 0.65% | 52 |
|
|
2015
Q1 | $2.17M | Buy |
87,783
+10,589
| +14% | +$261K | 0.55% | 60 |
|
|
2014
Q4 | $1.96M | Buy |
77,194
+4,776
| +7% | +$121K | 0.51% | 62 |
|
|
2014
Q3 | $1.93M | Buy |
72,418
+15,201
| +27% | +$405K | 0.51% | 67 |
|
|
2014
Q2 | $1.53M | Buy |
57,217
+29,980
| +110% | +$801K | 0.41% | 79 |
|
|
2014
Q1 | $721K | Buy |
27,237
+7,311
| +37% | +$194K | 0.45% | 55 |
|
|
2013
Q4 | $529K | Buy |
19,926
+7,561
| +61% | +$201K | 0.35% | 59 |
|
|
2013
Q3 | $316K | Sell |
12,365
-4,290
| -26% | -$110K | 0.25% | 58 |
|
|
2013
Q2 | $445K | Buy |
+16,655
| New | +$445K | 0.36% | 57 |
|