Waterfront Wealth’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 | $572K | Buy |
19,779
+1,601
| +9% | +$46.3K | 0.13% | 181 |
|
|
2025
Q1 | $514K | Sell |
18,178
-93
| -0.5% | -$2.63K | 0.13% | 176 |
|
|
2024
Q4 | $416K | Buy |
18,271
+2,461
| +16% | +$56K | 0.1% | 193 |
|
|
2024
Q3 | $352K | Sell |
15,810
-310
| -2% | -$6.9K | 0.09% | 204 |
|
|
2024
Q2 | $308K | Buy |
16,120
+13
| +0.1% | +$248 | 0.08% | 200 |
|
|
2024
Q1 | $265K | Sell |
16,107
-589
| -4% | -$9.68K | 0.07% | 215 |
|
|
2023
Q4 | $280K | Sell |
16,696
-36
| -0.2% | -$604 | 0.08% | 203 |
|
|
2023
Q3 | $249K | Sell |
16,732
-2,922
| -15% | -$43.5K | 0.08% | 209 |
|
|
2023
Q2 | $291K | Sell |
19,654
-189
| -1% | -$2.8K | 0.09% | 204 |
|
|
2023
Q1 | $382K | Sell |
19,843
-273
| -1% | -$5.26K | 0.12% | 180 |
|
|
2022
Q4 | $401K | Sell |
20,116
-2,795
| -12% | -$55.8K | 0.14% | 179 |
|
|
2022
Q3 | $415K | Buy |
22,911
+1,402
| +7% | +$25.4K | 0.16% | 163 |
|
|
2022
Q2 | $451K | Sell |
21,509
-6,982
| -25% | -$146K | 0.18% | 150 |
|
|
2022
Q1 | $519K | Buy |
28,491
+2,214
| +8% | +$40.3K | 0.18% | 125 |
|
|
2021
Q4 | $488K | Sell |
26,277
-2,609
| -9% | -$48.5K | 0.19% | 123 |
|
|
2021
Q3 | $589K | Sell |
28,886
-174
| -0.6% | -$3.55K | 0.28% | 86 |
|
|
2021
Q2 | $632K | Buy |
29,060
+1,170
| +4% | +$25.4K | 0.3% | 84 |
|
|
2021
Q1 | $642K | Buy |
27,890
+438
| +2% | +$10.1K | 0.32% | 83 |
|
|
2020
Q4 | $596K | Buy |
+27,452
| New | +$596K | 0.42% | 60 |
|