WKWM
Walter & Keenan Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
18,135
+2,785
| +18% | +$80.6K | 0.15% | 105 |
|
|
2025
Q1 | $434K | Buy |
15,350
+1,374
| +10% | +$38.9K | 0.13% | 116 |
|
|
2024
Q4 | $318K | Sell |
13,976
-1,633
| -10% | -$37.2K | 0.1% | 122 |
|
|
2024
Q3 | $343K | Buy |
15,609
+70
| +0.5% | +$1.54K | 0.1% | 120 |
|
|
2024
Q2 | $297K | Sell |
15,539
-1,650
| -10% | -$31.5K | 0.09% | 123 |
|
|
2024
Q1 | $303K | Sell |
17,189
-2,240
| -12% | -$39.4K | 0.1% | 118 |
|
|
2023
Q4 | $326K | Sell |
19,429
-1,766
| -8% | -$29.6K | 0.12% | 118 |
|
|
2023
Q3 | $318K | Buy |
21,195
+2,534
| +14% | +$38.1K | 0.12% | 114 |
|
|
2023
Q2 | $298K | Sell |
18,661
-1,518
| -8% | -$24.2K | 0.11% | 117 |
|
|
2023
Q1 | $388K | Buy |
20,179
+4,745
| +31% | +$91.3K | 0.15% | 109 |
|
|
2022
Q4 | $284K | Buy |
15,434
+601
| +4% | +$11.1K | 0.11% | 120 |
|
|
2022
Q3 | $228K | Sell |
14,833
-129
| -0.9% | -$1.98K | 0.1% | 131 |
|
|
2022
Q2 | $314K | Sell |
14,962
-383
| -2% | -$8.04K | 0.12% | 117 |
|
|
2022
Q1 | $363K | Sell |
15,345
-2,325
| -13% | -$55K | 0.12% | 114 |
|
|
2021
Q4 | $435K | Sell |
17,670
-24,678
| -58% | -$608K | 0.14% | 102 |
|
|
2021
Q3 | $1.14M | Sell |
42,348
-16,831
| -28% | -$455K | 0.39% | 66 |
|
|
2021
Q2 | $1.7M | Sell |
59,179
-11,034
| -16% | -$318K | 0.59% | 51 |
|
|
2021
Q1 | $2.13M | Buy |
70,213
+2,635
| +4% | +$79.7K | 0.75% | 41 |
|
|
2020
Q4 | $1.94M | Sell |
67,578
-4,195
| -6% | -$121K | 0.7% | 43 |
|
|
2020
Q3 | $2.05M | Sell |
71,773
-1,995
| -3% | -$56.9K | 0.81% | 39 |
|
|
2020
Q2 | $2.23M | Buy |
73,768
+64,678
| +712% | +$1.96M | 0.9% | 38 |
|
|
2020
Q1 | $255K | Sell |
9,090
-58,686
| -87% | -$1.65M | 0.1% | 95 |
|
|
2019
Q4 | $2.65M | Buy |
67,776
+3,574
| +6% | +$140K | 1.02% | 33 |
|
|
2019
Q3 | $2.43M | Buy |
64,202
+15,740
| +32% | +$596K | 0.92% | 38 |
|
|
2019
Q2 | $1.62M | Buy |
48,462
+5,613
| +13% | +$188K | 0.72% | 40 |
|
|
2019
Q1 | $1.34M | Sell |
42,849
-10,285
| -19% | -$323K | 0.59% | 51 |
|
|
2018
Q4 | $1.52M | Buy |
53,134
+467
| +0.9% | +$13.3K | 0.68% | 41 |
|
|
2018
Q3 | $1.77K | Sell |
52,667
-560
| -1% | -$19 | 0.53% | 41 |
|
|
2018
Q2 | $1.71M | Sell |
53,227
-2,921
| -5% | -$93.8K | 0.74% | 42 |
|
|
2018
Q1 | $2M | Buy |
56,148
+500
| +0.9% | +$17.8K | 0.87% | 34 |
|
|
2017
Q4 | $2.16M | Buy |
55,648
+6,285
| +13% | +$244K | 0.91% | 33 |
|
|
2017
Q3 | $1.93M | Buy |
49,363
+1,600
| +3% | +$62.7K | 0.89% | 37 |
|
|
2017
Q2 | $1.8M | Buy |
47,763
+101
| +0.2% | +$3.81K | 0.91% | 39 |
|
|
2017
Q1 | $1.98M | Sell |
47,662
-2,440
| -5% | -$101K | 1.03% | 30 |
|
|
2016
Q4 | $2.13M | Sell |
50,102
-1,346
| -3% | -$57.3K | 1.13% | 27 |
|
|
2016
Q3 | $2.09M | Buy |
51,448
+399
| +0.8% | +$16.2K | 1.15% | 28 |
|
|
2016
Q2 | $2.21M | Sell |
51,049
-25,778
| -34% | -$1.11M | 1.23% | 27 |
|
|
2016
Q1 | $3.01M | Buy |
76,827
+1,482
| +2% | +$58K | 1.72% | 15 |
|
|
2015
Q4 | $2.59M | Hold |
75,345
| – | – | 1.51% | 20 |
|
|
2015
Q3 | $2.46M | Buy |
75,345
+2,814
| +4% | +$91.7K | 1.52% | 21 |
|
|
2015
Q2 | $2.58M | Buy |
72,531
+418
| +0.6% | +$14.8K | 1.5% | 21 |
|
|
2015
Q1 | $2.35M | Buy |
72,113
+1,067
| +2% | +$34.8K | 1.33% | 22 |
|
|
2014
Q4 | $2.39M | Buy |
71,046
+488
| +0.7% | +$16.4K | 1.36% | 20 |
|
|
2014
Q3 | $2.5M | Sell |
70,558
-1,470
| -2% | -$52K | 1.46% | 20 |
|
|
2014
Q2 | $2.55M | Buy |
72,028
+9,172
| +15% | +$324K | 1.33% | 22 |
|
|
2014
Q1 | $2.2M | Buy |
+62,856
| New | +$2.2M | 1.21% | 23 |
|