Wealth Group’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 | – | Sell |
-19,468
| Closed | -$551K | – | 147 |
|
2025
Q1 | $551K | Sell |
19,468
-1,220
| -6% | -$34.5K | 0.36% | 65 |
|
2024
Q4 | $471K | Buy |
20,688
+1,765
| +9% | +$40.2K | 0.3% | 77 |
|
2024
Q3 | $416K | Sell |
18,923
-390
| -2% | -$8.57K | 0.28% | 84 |
|
2024
Q2 | $369K | Buy |
19,313
+185
| +1% | +$3.54K | 0.26% | 91 |
|
2024
Q1 | $337K | Buy |
+19,128
| New | +$337K | 0.25% | 100 |
|