Wealth Management Associates’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 | $2.96M | Sell |
102,260
-123,786
| -55% | -$3.58M | 1.15% | 18 |
|
2025
Q1 | $6.39M | Buy |
226,046
+1,741
| +0.8% | +$49.2K | 2.74% | 7 |
|
2024
Q4 | $5.11M | Buy |
224,305
+2,352
| +1% | +$53.6K | 2.18% | 9 |
|
2024
Q3 | $4.88M | Buy |
221,953
+2,561
| +1% | +$56.3K | 2.15% | 10 |
|
2024
Q2 | $4.19M | Hold |
219,392
| – | – | 1.97% | 10 |
|
2024
Q1 | $4.19M | Buy |
219,392
+8,920
| +4% | +$170K | 1.97% | 10 |
|
2023
Q4 | $3.53M | Buy |
210,472
+2,263
| +1% | +$38K | 1.86% | 11 |
|
2023
Q3 | $3.13M | Buy |
208,209
+7,043
| +4% | +$106K | 1.83% | 12 |
|
2023
Q2 | $3.21M | Buy |
201,166
+2,668
| +1% | +$42.6K | 1.82% | 11 |
|
2023
Q1 | $3.82M | Buy |
198,498
+1,827
| +0.9% | +$35.2K | 2.36% | 7 |
|
2022
Q4 | $3.62M | Buy |
196,671
+6,310
| +3% | +$116K | 2.41% | 7 |
|
2022
Q3 | $2.92M | Buy |
190,361
+761
| +0.4% | +$11.7K | 2.06% | 10 |
|
2022
Q2 | $3.97M | Sell |
189,600
-55,173
| -23% | -$1.16M | 2.71% | 6 |
|
2022
Q1 | $4.37M | Sell |
244,773
-3,701
| -1% | -$66.1K | 2.48% | 8 |
|
2021
Q4 | $4.62M | Buy |
248,474
+7,640
| +3% | +$142K | 2.48% | 8 |
|
2021
Q3 | $4.91M | Buy |
240,834
+82
| +0% | +$1.67K | 2.87% | 5 |
|
2021
Q2 | $5.23M | Buy |
240,752
+4,329
| +2% | +$94.1K | 2.97% | 5 |
|
2021
Q1 | $5.41M | Buy |
236,423
+16,210
| +7% | +$371K | 3.43% | 4 |
|
2020
Q4 | $4.78M | Sell |
220,213
-1,380
| -0.6% | -$30K | 3.14% | 4 |
|
2020
Q3 | $4.77M | Buy |
221,593
+18,859
| +9% | +$406K | 3.69% | 4 |
|
2020
Q2 | $4.63M | Buy |
202,734
+538
| +0.3% | +$12.3K | 3.9% | 3 |
|
2020
Q1 | $4.45M | Buy |
202,196
+4,349
| +2% | +$95.8K | 4.5% | 4 |
|
2019
Q4 | $5.84M | Buy |
197,847
+30,308
| +18% | +$895K | 4.18% | 4 |
|
2019
Q3 | $4.79M | Buy |
167,539
+23,072
| +16% | +$659K | 3.85% | 4 |
|
2019
Q2 | $3.66M | Buy |
144,467
+14,295
| +11% | +$362K | 3.64% | 4 |
|
2019
Q1 | $3.08M | Buy |
130,172
+2,681
| +2% | +$63.5K | 3.36% | 6 |
|
2018
Q4 | $2.75M | Buy |
+127,491
| New | +$2.75M | 3.7% | 5 |
|