Walled Lake Planning & 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 | $240K | Buy |
8,294
+17
| +0.2% | +$492 | 0.08% | 116 |
|
|
2025
Q1 | $234K | Buy |
+8,277
| New | +$234K | 0.08% | 116 |
|
|
2021
Q4 | – | Sell |
-498
| Closed | -$10K | – | 288 |
|
|
2021
Q3 | $10K | Buy |
498
+5
| +1% | +$100 | 0.01% | 259 |
|
|
2021
Q2 | $11K | Buy |
493
+4
| +0.8% | +$89 | 0.01% | 238 |
|
|
2021
Q1 | $11K | Buy |
489
+4
| +0.8% | +$90 | 0.01% | 231 |
|
|
2020
Q4 | $11K | Buy |
485
+6
| +1% | +$136 | 0.01% | 212 |
|
|
2020
Q3 | $10K | Buy |
479
+4
| +0.8% | +$84 | 0.01% | 217 |
|
|
2020
Q2 | $11K | Sell |
475
-101
| -18% | -$2.34K | 0.01% | 194 |
|
|
2020
Q1 | $13K | Buy |
576
+109
| +23% | +$2.46K | 0.01% | 172 |
|
|
2019
Q4 | $14K | Buy |
+467
| New | +$14K | 0.01% | 181 |
|