WBH Advisory’s AT&T T Stock Holding History

WBH Advisory’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$584K	Buy	20,194 +5,134	+34%	+$149K	0.05%	212
2025 Q1	$426K	Buy	15,060 +2,272	+18%	+$64.3K	0.04%	233
2024 Q4	$291K	Buy	12,788 +2,484	+24%	+$56.6K	0.03%	270
2024 Q3	$227K	Buy	+10,304	New	+$227K	0.02%	303
2023 Q3	–	Sell	-13,186	Closed	-$210K	–	302
2023 Q2	$210K	Sell	13,186 -1,869	-12%	-$29.8K	0.02%	286
2023 Q1	$290K	Buy	+15,055	New	+$290K	0.04%	254
2022 Q3	$216K	Sell	14,061 -1,438	-9%	-$22.1K	0.03%	274
2022 Q2	$320K	Sell	15,499 -5,449	-26%	-$113K	0.04%	240
2022 Q1	$307K	Sell	20,948 -4,563	-18%	-$66.9K	0.04%	257
2021 Q4	$474K	Buy	25,511 +511	+2%	+$9.49K	0.05%	227
2021 Q3	$510K	Sell	25,000 -2,584	-9%	-$52.7K	0.07%	199
2021 Q2	$587K	Sell	27,584 -6,681	-19%	-$142K	0.09%	164
2021 Q1	$783K	Sell	34,265 -2,299	-6%	-$52.5K	0.13%	139
2020 Q4	$800K	Sell	36,564 -15,003	-29%	-$328K	0.14%	130
2020 Q3	$1.11M	Sell	51,567 -2,671	-5%	-$57.5K	0.22%	96
2020 Q2	$1.24M	Sell	54,238 -1,370	-2%	-$31.3K	0.3%	84
2020 Q1	$1.22K	Buy	55,608 +1,770	+3%	+$39	0.29%	70
2019 Q4	$1.59M	Buy	53,838 +2,285	+4%	+$67.4K	0.32%	72
2019 Q3	$1.47M	Buy	51,553 +4,580	+10%	+$131K	0.33%	74
2019 Q2	$1.19M	Sell	46,973 -1,819	-4%	-$46K	0.28%	88
2019 Q1	$1.16M	Sell	48,792 -4,651	-9%	-$110K	0.27%	87
2018 Q4	$1.15K	Sell	53,443 -5,979	-10%	-$129	0.28%	81
2018 Q3	$1.51M	Sell	59,422 -6,411	-10%	-$163K	0.37%	66
2018 Q2	$1.6M	Buy	65,833 +2,082	+3%	+$50.5K	0.41%	58
2018 Q1	$1.72M	Sell	63,751 -556	-0.9%	-$15K	0.47%	49
2017 Q4	$1.89M	Sell	64,307 -4,161	-6%	-$122K	0.5%	46
2017 Q3	$2.03M	Sell	68,468 -764	-1%	-$22.6K	0.57%	43
2017 Q2	$1.97M	Buy	69,232 +13	+0%	+$370	0.55%	42
2017 Q1	$2.17M	Buy	69,219 +1,921	+3%	+$60.3K	0.65%	37
2016 Q4	$2.16M	Sell	67,298 -3,280	-5%	-$105K	0.72%	35
2016 Q3	$2.16M	Buy	70,578 +32,545	+86%	+$998K	0.74%	34
2016 Q2	$1.24M	Sell	38,033 -1,800	-5%	-$58.7K	0.48%	52
2016 Q1	$1.18M	Sell	39,833 -851	-2%	-$25.2K	0.39%	54
2015 Q4	$1.06K	Buy	40,684 +612	+2%	+$16	0.37%	56
2015 Q3	$986K	Sell	40,072 -1,422	-3%	-$35K	0.41%	60
2015 Q2	$1.11M	Sell	41,494 -591	-1%	-$15.9K	0.44%	61
2015 Q1	$1.04K	Buy	42,085 +69	+0.2%	+$2	0.29%	66
2014 Q4	$1.07M	Sell	42,016 -408	-1%	-$10.3K	0.4%	60
2014 Q3	$1.13M	Buy	42,424 +604	+1%	+$16.1K	0.4%	56
2014 Q2	$1.12M	Buy	41,820 +429	+1%	+$11.4K	0.42%	57
2014 Q1	$1.1M	Sell	41,391 -2,236	-5%	-$59.2K	0.44%	54
2013 Q4	$1.16M	Buy	43,627 +1,533	+4%	+$40.7K	0.47%	54
2013 Q3	$1.08M	Buy	42,094 +11,483	+38%	+$293K	0.48%	53
2013 Q2	$1.14M	Buy	+30,611	New	+$1.14M	0.53%	48