Wambolt & Associates’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,012
| Closed | -$209K | – | 209 |
|
|
2024
Q2 | $209K | Sell |
11,012
-5,292
| -32% | -$100K | 0.06% | 196 |
|
|
2024
Q1 | $285K | Sell |
16,304
-16,036
| -50% | -$281K | 0.09% | 190 |
|
|
2023
Q4 | $543K | Sell |
32,340
-4,638
| -13% | -$77.8K | 0.18% | 155 |
|
|
2023
Q3 | $542K | Sell |
36,978
-5,825
| -14% | -$85.5K | 0.2% | 155 |
|
|
2023
Q2 | $683K | Buy |
42,803
+76
| +0.2% | +$1.21K | 0.24% | 133 |
|
|
2023
Q1 | $828K | Buy |
42,727
+11
| +0% | +$213 | 0.29% | 118 |
|
|
2022
Q4 | $786K | Buy |
42,716
+742
| +2% | +$13.7K | 0.3% | 115 |
|
|
2022
Q3 | $644K | Sell |
41,974
-425
| -1% | -$6.52K | 0.27% | 124 |
|
|
2022
Q2 | $889K | Sell |
42,399
-13,945
| -25% | -$292K | 0.36% | 103 |
|
|
2022
Q1 | $1.02M | Sell |
56,344
-3,072
| -5% | -$55.6K | 0.37% | 96 |
|
|
2021
Q4 | $1.1M | Sell |
59,416
-6,392
| -10% | -$119K | 0.4% | 92 |
|
|
2021
Q3 | $1.35M | Sell |
65,808
-70
| -0.1% | -$1.44K | 0.54% | 64 |
|
|
2021
Q2 | $1.45M | Buy |
65,878
+10,796
| +20% | +$237K | 0.62% | 49 |
|
|
2021
Q1 | $1.27M | Buy |
55,082
+14,063
| +34% | +$324K | 0.66% | 52 |
|
|
2020
Q4 | $891K | Buy |
41,019
+18,332
| +81% | +$398K | 0.53% | 68 |
|
|
2020
Q3 | $489K | Buy |
22,687
+3,253
| +17% | +$70.1K | 0.37% | 96 |
|
|
2020
Q2 | $444K | Buy |
19,434
+8,131
| +72% | +$186K | 0.35% | 104 |
|
|
2020
Q1 | $249K | Buy |
11,303
+2,594
| +30% | +$57.1K | 0.26% | 133 |
|
|
2019
Q4 | $257K | Hold |
8,709
| – | – | 0.2% | 146 |
|
|
2019
Q3 | $249K | Sell |
8,709
-382
| -4% | -$10.9K | 0.21% | 138 |
|
|
2019
Q2 | $230K | Buy |
9,091
+680
| +8% | +$17.2K | 0.19% | 139 |
|
|
2019
Q1 | $202K | Buy |
+8,411
| New | +$202K | 0.18% | 143 |
|