Waverly Advisors’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 | $9.92M | Sell |
342,903
-15,847
| -4% | -$459K | 0.11% | 192 |
|
|
2025
Q1 | $10.1M | Buy |
358,750
+19,739
| +6% | +$558K | 0.12% | 181 |
|
|
2024
Q4 | $7.72M | Buy |
339,011
+36,277
| +12% | +$826K | 0.12% | 168 |
|
|
2024
Q3 | $6.66M | Sell |
302,734
-7,148
| -2% | -$157K | 0.12% | 160 |
|
|
2024
Q2 | $5.92M | Buy |
309,882
+30,599
| +11% | +$585K | 0.12% | 162 |
|
|
2024
Q1 | $4.92M | Buy |
279,283
+64,804
| +30% | +$1.14M | 0.12% | 147 |
|
|
2023
Q4 | $3.6M | Sell |
214,479
-30,216
| -12% | -$507K | 0.13% | 100 |
|
|
2023
Q3 | $3.68M | Sell |
244,695
-114,560
| -32% | -$1.72M | 0.16% | 95 |
|
|
2023
Q2 | $5.73M | Sell |
359,255
-4,091
| -1% | -$65.3K | 0.25% | 70 |
|
|
2023
Q1 | $6.99M | Buy |
363,346
+278,464
| +328% | +$5.36M | 0.37% | 49 |
|
|
2022
Q4 | $1.56M | Buy |
84,882
+7,055
| +9% | +$130K | 0.09% | 104 |
|
|
2022
Q3 | $1.19M | Buy |
77,827
+21,297
| +38% | +$327K | 0.08% | 100 |
|
|
2022
Q2 | $1.19M | Sell |
56,530
-10,978
| -16% | -$230K | 0.11% | 74 |
|
|
2022
Q1 | $1.21M | Sell |
67,508
-223
| -0.3% | -$3.98K | 0.1% | 71 |
|
|
2021
Q4 | $1.24M | Sell |
67,731
-1,582
| -2% | -$28.8K | 0.11% | 67 |
|
|
2021
Q3 | $1.31M | Buy |
69,313
+3,870
| +6% | +$72.9K | 0.11% | 68 |
|
|
2021
Q2 | $1.39M | Buy |
65,443
+23,270
| +55% | +$495K | 0.13% | 61 |
|
|
2021
Q1 | $944K | Buy |
42,173
+9,706
| +30% | +$217K | 0.09% | 69 |
|
|
2020
Q4 | $704K | Sell |
32,467
-936
| -3% | -$20.3K | 0.07% | 82 |
|
|
2020
Q3 | $682K | Buy |
33,403
+2,649
| +9% | +$54.1K | 0.09% | 73 |
|
|
2020
Q2 | $695K | Sell |
30,754
-1,783
| -5% | -$40.3K | 0.09% | 75 |
|
|
2020
Q1 | $716K | Buy |
32,537
+274
| +0.8% | +$6.03K | 0.12% | 65 |
|
|
2019
Q4 | $937K | Sell |
32,263
-555
| -2% | -$16.1K | 0.12% | 63 |
|
|
2019
Q3 | $938K | Buy |
32,818
+481
| +1% | +$13.7K | 0.13% | 61 |
|
|
2019
Q2 | $818K | Sell |
32,337
-592
| -2% | -$15K | 0.12% | 62 |
|
|
2019
Q1 | $780K | Sell |
32,929
-90
| -0.3% | -$2.13K | 0.12% | 59 |
|
|
2018
Q4 | $712K | Sell |
33,019
-12,920
| -28% | -$279K | 0.12% | 58 |
|
|
2018
Q3 | $1.17M | Sell |
45,939
-601
| -1% | -$15.2K | 0.17% | 72 |
|
|
2018
Q2 | $1.13M | Buy |
46,540
+1,615
| +4% | +$39.2K | 0.18% | 72 |
|
|
2018
Q1 | $1.21M | Sell |
44,925
-25,763
| -36% | -$694K | 0.2% | 68 |
|
|
2017
Q4 | $2.08M | Buy |
70,688
+17,872
| +34% | +$525K | 0.3% | 43 |
|
|
2017
Q3 | $1.56M | Sell |
52,816
-544
| -1% | -$16.1K | 0.34% | 52 |
|
|
2017
Q2 | $1.52M | Buy |
53,360
+767
| +1% | +$21.9K | 0.38% | 42 |
|
|
2017
Q1 | $1.65M | Buy |
52,593
+25,368
| +93% | +$796K | 0.43% | 35 |
|
|
2016
Q4 | $875K | Buy |
27,225
+5,797
| +27% | +$186K | 0.33% | 40 |
|
|
2016
Q3 | $657K | Sell |
21,428
-116
| -0.5% | -$3.56K | 0.27% | 39 |
|
|
2016
Q2 | $703K | Sell |
21,544
-2,848
| -12% | -$92.9K | 0.32% | 36 |
|
|
2016
Q1 | $722K | Sell |
24,392
-575
| -2% | -$17K | 0.44% | 32 |
|
|
2015
Q4 | $649K | Buy |
24,967
+5,768
| +30% | +$150K | 0.28% | 41 |
|
|
2015
Q3 | $472K | Buy |
19,199
+2,142
| +13% | +$52.7K | 0.33% | 35 |
|
|
2015
Q2 | $458K | Buy |
17,057
+2,155
| +14% | +$57.9K | 0.28% | 31 |
|
|
2015
Q1 | $367K | Buy |
14,902
+1,242
| +9% | +$30.6K | 0.19% | 34 |
|
|
2014
Q4 | $347K | Sell |
13,660
-8,212
| -38% | -$209K | 0.17% | 39 |
|
|
2014
Q3 | $582K | Sell |
21,872
-1,722
| -7% | -$45.8K | 0.31% | 33 |
|
|
2014
Q2 | $630K | Sell |
23,594
-923
| -4% | -$24.6K | 0.26% | 35 |
|
|
2014
Q1 | $649K | Sell |
24,517
-12,151
| -33% | -$322K | 0.29% | 31 |
|
|
2013
Q4 | $974K | Buy |
36,668
+9,448
| +35% | +$251K | 0.34% | 30 |
|
|
2013
Q3 | $695K | Buy |
27,220
+846
| +3% | +$21.6K | 0.36% | 24 |
|
|
2013
Q2 | $705K | Buy |
+26,374
| New | +$705K | 0.41% | 23 |
|