TD Private Client Wealth’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
$4.78M Buy
165,286
+34,654
+27% +$1M 0.12% 130
2025
Q1
$3.69M Sell
130,632
-43,614
-25% -$1.23M 0.1% 145
2024
Q4
$3.97M Sell
174,246
-23,069
-12% -$525K 0.11% 134
2024
Q3
$4.34M Buy
197,315
+854
+0.4% +$18.8K 0.12% 124
2024
Q2
$3.75M Sell
196,461
-17,251
-8% -$330K 0.12% 128
2024
Q1
$3.76M Buy
213,712
+1,137
+0.5% +$20K 0.12% 133
2023
Q4
$3.57M Sell
212,575
-42,043
-17% -$705K 0.13% 139
2023
Q3
$3.82M Sell
254,618
-101,701
-29% -$1.53M 0.17% 126
2023
Q2
$5.68M Buy
356,319
+49,728
+16% +$793K 0.25% 84
2023
Q1
$5.9M Buy
306,591
+31,046
+11% +$598K 0.26% 86
2022
Q4
$5.07M Sell
275,545
-6,265
-2% -$115K 0.24% 95
2022
Q3
$4.32M Buy
281,810
+45,066
+19% +$691K 0.22% 106
2022
Q2
$4.96M Sell
236,744
-6,763
-3% -$142K 0.24% 92
2022
Q1
$4.35M Buy
243,507
+101,196
+71% +$1.81M 0.19% 118
2021
Q4
$2.64M Sell
142,311
-17,594
-11% -$327K 0.11% 191
2021
Q3
$3.26M Sell
159,905
-8,256
-5% -$168K 0.14% 161
2021
Q2
$3.66M Sell
168,161
-60,421
-26% -$1.31M 0.16% 149
2021
Q1
$5.23M Sell
228,582
-74,316
-25% -$1.7M 0.24% 97
2020
Q4
$6.58M Sell
302,898
-118,227
-28% -$2.57M 0.33% 67
2020
Q3
$9.07M Sell
421,125
-13,963
-3% -$301K 0.51% 41
2020
Q2
$9.93M Sell
435,088
-3,687
-0.8% -$84.2K 0.58% 35
2020
Q1
$9.66M Sell
438,775
-539
-0.1% -$11.9K 0.69% 30
2019
Q4
$13M Buy
+439,314
New +$13M 0.78% 24