WDG
Wealth Dimensions Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
21,169
+585
| +3% | +$16.9K | 0.14% | 92 |
|
|
2025
Q1 | $582K | Buy |
20,584
+27
| +0.1% | +$764 | 0.14% | 87 |
|
|
2024
Q4 | $468K | Sell |
20,557
-78
| -0.4% | -$1.78K | 0.11% | 96 |
|
|
2024
Q3 | $454K | Buy |
20,635
+134
| +0.7% | +$2.95K | 0.12% | 93 |
|
|
2024
Q2 | $392K | Buy |
20,501
+3,141
| +18% | +$60K | 0.11% | 96 |
|
|
2024
Q1 | $306K | Sell |
17,360
-690
| -4% | -$12.1K | 0.09% | 110 |
|
|
2023
Q4 | $303K | Sell |
18,050
-2
| -0% | -$34 | 0.1% | 108 |
|
|
2023
Q3 | $271K | Sell |
18,052
-3,208
| -15% | -$48.2K | 0.1% | 108 |
|
|
2023
Q2 | $339K | Buy |
21,260
+452
| +2% | +$7.21K | 0.12% | 102 |
|
|
2023
Q1 | $401K | Buy |
20,808
+48
| +0.2% | +$924 | 0.16% | 87 |
|
|
2022
Q4 | $382K | Buy |
20,760
+2,081
| +11% | +$38.3K | 0.16% | 93 |
|
|
2022
Q3 | $287K | Sell |
18,679
-168
| -0.9% | -$2.58K | 0.14% | 95 |
|
|
2022
Q2 | $395K | Hold |
18,847
| – | – | 0.19% | 83 |
|
|
2022
Q1 | $445K | Sell |
18,847
-115
| -0.6% | -$2.72K | 0.21% | 85 |
|
|
2021
Q4 | $466K | Sell |
18,962
-781
| -4% | -$19.2K | 0.23% | 80 |
|
|
2021
Q3 | $533K | Buy |
19,743
+711
| +4% | +$19.2K | 0.34% | 60 |
|
|
2021
Q2 | $548K | Sell |
19,032
-985
| -5% | -$28.4K | 0.37% | 52 |
|
|
2021
Q1 | $606K | Buy |
20,017
+987
| +5% | +$29.9K | 0.47% | 41 |
|
|
2020
Q4 | $547K | Buy |
+19,030
| New | +$547K | 0.47% | 39 |
|