Wealth Effects’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 | $590K | Buy |
20,395
+5,782
| +40% | +$167K | 0.22% | 86 |
|
|
2025
Q1 | $413K | Sell |
14,613
-7,740
| -35% | -$219K | 0.17% | 110 |
|
|
2024
Q4 | $509K | Sell |
22,353
-109
| -0.5% | -$2.48K | 0.18% | 110 |
|
|
2024
Q3 | $494K | Sell |
22,462
-399
| -2% | -$8.78K | 0.17% | 107 |
|
|
2024
Q2 | $437K | Sell |
22,861
-15,515
| -40% | -$296K | 0.16% | 117 |
|
|
2024
Q1 | $675K | Buy |
38,376
+7,904
| +26% | +$139K | 0.25% | 82 |
|
|
2023
Q4 | $511K | Buy |
30,472
+17,271
| +131% | +$290K | 0.19% | 106 |
|
|
2023
Q3 | $198K | Sell |
13,201
-6,439
| -33% | -$96.7K | 0.1% | 168 |
|
|
2023
Q2 | $313K | Buy |
19,640
+267
| +1% | +$4.26K | 0.14% | 131 |
|
|
2023
Q1 | $373K | Buy |
19,373
+253
| +1% | +$4.87K | 0.19% | 119 |
|
|
2022
Q4 | $352K | Sell |
19,120
-7,198
| -27% | -$133K | 0.2% | 117 |
|
|
2022
Q3 | $404K | Sell |
26,318
-30
| -0.1% | -$461 | 0.25% | 94 |
|
|
2022
Q2 | $552K | Sell |
26,348
-1,907
| -7% | -$40K | 0.33% | 72 |
|
|
2022
Q1 | $504K | Sell |
28,255
-252
| -0.9% | -$4.5K | 0.24% | 91 |
|
|
2021
Q4 | $530K | Buy |
+28,507
| New | +$530K | 0.22% | 97 |
|