Wealth Dimensions Group’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$627K Sell
21,636
-676
-3% -$18.1K 0.12% 90
2025
Q4
$554K Sell
22,312
-420
-2% -$10.6K 0.11% 97
2025
Q3
$642K Buy
22,732
+1,563
+7% +$44.4K 0.13% 89
2025
Q2
$613K Buy
21,169
+585
+3% +$16.1K 0.14% 92
2025
Q1
$582K Buy
20,584
+27
+0.1% +$679 0.14% 87
2024
Q4
$468K Sell
20,557
-78
-0.4% -$1.75K 0.11% 96
2024
Q3
$454K Buy
20,635
+134
+0.7% +$2.67K 0.12% 93
2024
Q2
$392K Buy
20,501
+3,141
+18% +$54.6K 0.11% 96
2024
Q1
$306K Sell
17,360
-690
-4% -$11.8K 0.09% 110
2023
Q4
$303K Sell
18,050
-2
-0% -$32 0.1% 108
2023
Q3
$271K Sell
18,052
-3,208
-15% -$47K 0.1% 108
2023
Q2
$339K Buy
21,260
+452
+2% +$7.7K 0.12% 102
2023
Q1
$401K Buy
20,808
+48
+0.2% +$917 0.16% 87
2022
Q4
$382K Buy
20,760
+2,081
+11% +$37.2K 0.16% 93
2022
Q3
$287K Sell
18,679
-168
-0.9% -$3.06K 0.14% 95
2022
Q2
$395K Sell
18,847
-6,106
-24% -$122K 0.19% 83
2022
Q1
$445K Sell
24,953
-153
-0.6% -$2.83K 0.21% 85
2021
Q4
$466K Sell
25,106
-1,034
-4% -$19.3K 0.23% 80
2021
Q3
$533K Buy
26,140
+942
+4% +$19.8K 0.34% 60
2021
Q2
$548K Sell
25,198
-1,305
-5% -$29.7K 0.37% 52
2021
Q1
$606K Buy
26,503
+1,307
+5% +$28.9K 0.47% 41
2020
Q4
$547K Buy
+25,196
New +$543K 0.47% 39

Other funds holding T