WPW
Waldron Private Wealth’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
52,324
-1,176
| -2% | -$34K | 0.07% | 101 |
|
|
2025
Q1 | $1.51M | Sell |
53,500
-26,708
| -33% | -$755K | 0.07% | 104 |
|
|
2024
Q4 | $1.83M | Sell |
80,208
-3,976
| -5% | -$90.5K | 0.07% | 116 |
|
|
2024
Q3 | $1.85M | Buy |
84,184
+5,769
| +7% | +$127K | 0.08% | 110 |
|
|
2024
Q2 | $1.5M | Sell |
78,415
-3,098
| -4% | -$59.2K | 0.07% | 120 |
|
|
2024
Q1 | $1.43M | Buy |
81,513
+3,574
| +5% | +$62.9K | 0.06% | 125 |
|
|
2023
Q4 | $1.31M | Buy |
77,939
+2,402
| +3% | +$40.3K | 0.06% | 127 |
|
|
2023
Q3 | $1.13M | Buy |
75,537
+21,834
| +41% | +$328K | 0.06% | 138 |
|
|
2023
Q2 | $857K | Sell |
53,703
-21,788
| -29% | -$348K | 0.04% | 167 |
|
|
2023
Q1 | $1.45M | Buy |
75,491
+16,264
| +27% | +$313K | 0.07% | 133 |
|
|
2022
Q4 | $908K | Hold |
59,227
| – | – | 0.06% | 166 |
|
|
2022
Q3 | $908K | Sell |
59,227
-2,171
| -4% | -$33.3K | 0.06% | 166 |
|
|
2022
Q2 | $1.29M | Buy |
61,398
+4,774
| +8% | +$100K | 0.07% | 147 |
|
|
2022
Q1 | $1.34M | Buy |
56,624
+2,803
| +5% | +$66.2K | 0.07% | 145 |
|
|
2021
Q4 | $1.32M | Sell |
53,821
-2,756
| -5% | -$67.7K | 0.07% | 145 |
|
|
2021
Q3 | $1.53M | Sell |
56,577
-224,399
| -80% | -$6.06M | 0.09% | 120 |
|
|
2021
Q2 | $8.09M | Buy |
280,976
+223,292
| +387% | +$6.43M | 0.52% | 40 |
|
|
2021
Q1 | $1.75M | Sell |
57,684
-7,388
| -11% | -$224K | 0.12% | 97 |
|
|
2020
Q4 | $1.87M | Sell |
65,072
-2,345
| -3% | -$67.4K | 0.14% | 91 |
|
|
2020
Q3 | $1.92M | Sell |
67,417
-4,520
| -6% | -$129K | 0.16% | 79 |
|
|
2020
Q2 | $2.17M | Sell |
71,937
-10,640
| -13% | -$322K | 0.19% | 73 |
|
|
2020
Q1 | $2.41M | Sell |
82,577
-38,226
| -32% | -$1.11M | 0.26% | 64 |
|
|
2019
Q4 | $4.72M | Buy |
120,803
+816
| +0.7% | +$31.9K | 0.42% | 40 |
|
|
2019
Q3 | $4.54M | Buy |
119,987
+3,511
| +3% | +$133K | 0.46% | 37 |
|
|
2019
Q2 | $3.9M | Sell |
116,476
-2,602
| -2% | -$87.2K | 0.42% | 33 |
|
|
2019
Q1 | $3.73M | Buy |
119,078
+1,154
| +1% | +$36.2K | 0.42% | 35 |
|
|
2018
Q4 | $3.37M | Buy |
117,924
+20,771
| +21% | +$593K | 0.49% | 33 |
|
|
2018
Q3 | $3.26M | Buy |
97,153
+4,487
| +5% | +$151K | 0.64% | 23 |
|
|
2018
Q2 | $2.98M | Buy |
92,666
+2,693
| +3% | +$86.5K | 0.65% | 22 |
|
|
2018
Q1 | $3.21M | Buy |
89,973
+472
| +0.5% | +$16.8K | 0.72% | 20 |
|
|
2017
Q4 | $3.48M | Sell |
89,501
-1,033
| -1% | -$40.2K | 0.82% | 16 |
|
|
2017
Q3 | $3.55M | Buy |
90,534
+4,629
| +5% | +$181K | 0.99% | 14 |
|
|
2017
Q2 | $3.24M | Sell |
85,905
-8,124
| -9% | -$307K | 1.03% | 13 |
|
|
2017
Q1 | $3.91M | Buy |
94,029
+1,700
| +2% | +$70.6K | 0.98% | 14 |
|
|
2016
Q4 | $3.93M | Buy |
92,329
+1,151
| +1% | +$48.9K | 1.35% | 14 |
|
|
2016
Q3 | $3.7M | Sell |
91,178
-100
| -0.1% | -$4.06K | 1.34% | 11 |
|
|
2016
Q2 | $3.94M | Buy |
91,278
+1,364
| +2% | +$58.9K | 1.45% | 10 |
|
|
2016
Q1 | $3.52M | Sell |
89,914
-2,357
| -3% | -$92.3K | 1.33% | 10 |
|
|
2015
Q4 | $3.16M | Buy |
92,271
+82,601
| +854% | +$2.83M | 1.18% | 12 |
|
|
2015
Q3 | $315K | Buy |
9,670
+2,546
| +36% | +$82.9K | 0.14% | 76 |
|
|
2015
Q2 | $253K | Buy |
+7,124
| New | +$253K | 0.1% | 95 |
|