WAOTB
Wealth Advisors of Tampa Bay’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.14M | Sell |
177,731
-11,955
| -6% | -$346K | 1.94% | 17 |
|
2025
Q1 | $5.36M | Buy |
189,686
+159
| +0.1% | +$4.5K | 2.18% | 14 |
|
2024
Q4 | $4.32M | Sell |
189,527
-728
| -0.4% | -$16.6K | 1.85% | 19 |
|
2024
Q3 | $4.19M | Sell |
190,255
-635
| -0.3% | -$14K | 1.75% | 24 |
|
2024
Q2 | $3.65M | Buy |
190,890
+10,240
| +6% | +$196K | 1.7% | 26 |
|
2024
Q1 | $3.18M | Buy |
180,650
+16,950
| +10% | +$298K | 1.51% | 29 |
|
2023
Q4 | $2.75M | Sell |
163,700
-209,708
| -56% | -$3.52M | 1.38% | 31 |
|
2023
Q3 | $5.61M | Buy |
373,408
+209,791
| +128% | +$3.15M | 1.54% | 29 |
|
2023
Q2 | $2.61M | Buy |
163,617
+3,750
| +2% | +$59.8K | 1.43% | 33 |
|
2023
Q1 | $3.08M | Buy |
159,867
+16,101
| +11% | +$310K | 1.76% | 24 |
|
2022
Q4 | $2.65M | Buy |
143,766
+40,542
| +39% | +$746K | 1.64% | 29 |
|
2022
Q3 | $1.58M | Sell |
103,224
-77,630
| -43% | -$1.19M | 1.09% | 39 |
|
2022
Q2 | $3.79M | Buy |
180,854
+18,668
| +12% | +$391K | 1.17% | 38 |
|
2022
Q1 | $3.83M | Buy |
162,186
+9,110
| +6% | +$215K | 1.04% | 43 |
|
2021
Q4 | $3.77M | Buy |
153,076
+67,703
| +79% | +$1.67M | 0.92% | 50 |
|
2021
Q3 | $2.31M | Buy |
85,373
+18,044
| +27% | +$487K | 1.27% | 39 |
|
2021
Q2 | $1.94M | Buy |
67,329
+1,300
| +2% | +$37.4K | 1.08% | 44 |
|
2021
Q1 | $2M | Buy |
66,029
+8,857
| +15% | +$268K | 1.18% | 42 |
|
2020
Q4 | $1.64M | Sell |
57,172
-48,356
| -46% | -$1.39M | 1.15% | 42 |
|
2020
Q3 | $3.01M | Buy |
105,528
+1,072
| +1% | +$30.6K | 2.24% | 14 |
|
2020
Q2 | $3.16M | Buy |
104,456
+2,504
| +2% | +$75.7K | 2.63% | 7 |
|
2020
Q1 | $2.97M | Sell |
101,952
-883
| -0.9% | -$25.7K | 3.33% | 6 |
|
2019
Q4 | $4.02M | Sell |
102,835
-1,165
| -1% | -$45.5K | 3.7% | 3 |
|
2019
Q3 | $3.94M | Sell |
104,000
-19,043
| -15% | -$721K | 3.27% | 3 |
|
2019
Q2 | $4.12M | Sell |
123,043
-18,193
| -13% | -$610K | 2.99% | 4 |
|
2019
Q1 | $4.43M | Buy |
141,236
+6,417
| +5% | +$201K | 3.21% | 5 |
|
2018
Q4 | $3.85M | Buy |
134,819
+1,164
| +0.9% | +$33.3K | 3.13% | 10 |
|
2018
Q3 | $4.49M | Buy |
133,655
+2,965
| +2% | +$99.6K | 3.15% | 5 |
|
2018
Q2 | $4.21M | Buy |
130,690
+8,950
| +7% | +$289K | 3.22% | 7 |
|
2018
Q1 | $4.34M | Buy |
121,740
+1,020
| +0.8% | +$36.4K | 3.14% | 6 |
|
2017
Q4 | $4.62M | Buy |
+120,720
| New | +$4.62M | 3.17% | 7 |
|