Ullmann Wealth Partners Group’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 | $283K | Buy |
9,773
+220
| +2% | +$6.37K | 0.03% | 125 |
|
|
2025
Q1 | $270K | Buy |
+9,553
| New | +$270K | 0.04% | 121 |
|
|
2021
Q2 | – | Sell |
-10,564
| Closed | -$242K | – | 85 |
|
|
2021
Q1 | $242K | Hold |
10,564
| – | – | 0.11% | 71 |
|
|
2020
Q4 | $229K | Buy |
+10,564
| New | +$229K | 0.11% | 64 |
|
|
2020
Q3 | – | Sell |
-8,930
| Closed | -$204K | – | 70 |
|
|
2020
Q2 | $204K | Sell |
8,930
-531
| -6% | -$12.1K | 0.13% | 64 |
|
|
2020
Q1 | $208K | Buy |
9,461
+660
| +7% | +$14.5K | 0.16% | 52 |
|
|
2019
Q4 | $260K | Buy |
8,801
+41
| +0.5% | +$1.21K | 0.16% | 57 |
|
|
2019
Q3 | $250K | Buy |
8,760
+689
| +9% | +$19.7K | 0.15% | 54 |
|
|
2019
Q2 | $204K | Sell |
8,071
-771
| -9% | -$19.5K | 0.13% | 65 |
|
|
2019
Q1 | $209K | Buy |
+8,842
| New | +$209K | 0.13% | 64 |
|
|
2017
Q3 | – | Sell |
-3,219
| Closed | -$91K | – | 124 |
|
|
2017
Q2 | $91K | Hold |
3,219
| – | – | 0.07% | 76 |
|
|
2017
Q1 | $101K | Buy |
+3,219
| New | +$101K | 0.08% | 65 |
|