Stillwater Capital Advisors’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
$236K Buy
+8,160
New +$236K 0.03% 68
2018
Q4
Sell
-8,617
Closed -$219K 87
2018
Q3
$219K Sell
8,617
-732
-8% -$18.6K 0.05% 80
2018
Q2
$227K Buy
9,349
+39
+0.4% +$947 0.05% 68
2018
Q1
$251K Sell
9,310
-94
-1% -$2.53K 0.06% 64
2017
Q4
$276K Sell
9,404
-424
-4% -$12.4K 0.06% 64
2017
Q3
$291K Buy
9,828
+620
+7% +$18.4K 0.08% 64
2017
Q2
$262K Buy
9,208
+1,444
+19% +$41.1K 0.07% 70
2017
Q1
$244K Sell
7,764
-1,627
-17% -$51.1K 0.06% 69
2016
Q4
$302K Buy
9,391
+1,879
+25% +$60.4K 0.08% 67
2016
Q3
$230K Sell
7,512
-349
-4% -$10.7K 0.07% 69
2016
Q2
$257K Sell
7,861
-75
-0.9% -$2.45K 0.08% 69
2016
Q1
$235K Sell
7,936
-3,290
-29% -$97.4K 0.07% 71
2015
Q4
$292K Buy
+11,226
New +$292K 0.09% 66
2015
Q2
Sell
-8,719
Closed -$215K 70
2015
Q1
$215K Buy
+8,719
New +$215K 0.07% 63
2014
Q2
Sell
-309,551
Closed -$8.2M 75
2014
Q1
$8.2M Buy
309,551
+2,163
+0.7% +$57.3K 2.98% 18
2013
Q4
$8.16M Buy
307,388
+100,375
+48% +$2.67M 3.16% 17
2013
Q3
$5.29M Sell
207,013
-238
-0.1% -$6.08K 3.12% 20
2013
Q2
$5.54M Buy
+207,251
New +$5.54M 3.43% 17