WealthPlan Investment Management’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 | $348K | Buy |
12,012
+2,092
| +21% | +$60.5K | 0.03% | 273 |
|
|
2025
Q1 | $281K | Buy |
9,920
+579
| +6% | +$16.4K | 0.03% | 228 |
|
|
2024
Q4 | $213K | Buy |
+9,341
| New | +$213K | 0.02% | 251 |
|
|
2023
Q3 | – | Sell |
-56
| Closed | -$892 | – | 332 |
|
|
2023
Q2 | $892 | Buy |
56
+1
| +2% | +$16 | ﹤0.01% | 337 |
|
|
2023
Q1 | $1.06K | Sell |
55
-43,109
| -100% | -$831K | ﹤0.01% | 407 |
|
|
2022
Q4 | $831K | Buy |
43,164
+10,015
| +30% | +$193K | 0.06% | 188 |
|
|
2022
Q3 | $640K | Buy |
+33,149
| New | +$640K | 0.05% | 209 |
|
|
2022
Q1 | $550K | Buy |
+38,589
| New | +$550K | 0.04% | 240 |
|