WealthPLAN Partners’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 | $397K | Buy |
13,726
+455
| +3% | +$13.2K | 0.06% | 190 |
|
|
2025
Q1 | $375K | Buy |
13,271
+199
| +2% | +$5.63K | 0.05% | 195 |
|
|
2024
Q4 | $298K | Sell |
13,072
-4,703
| -26% | -$107K | 0.04% | 214 |
|
|
2024
Q3 | $391K | Sell |
17,775
-1,483
| -8% | -$32.6K | 0.05% | 200 |
|
|
2024
Q2 | $368K | Buy |
19,258
+46
| +0.2% | +$879 | 0.04% | 232 |
|
|
2024
Q1 | $338K | Sell |
19,212
-8,826
| -31% | -$155K | 0.04% | 244 |
|
|
2023
Q4 | $470K | Sell |
28,038
-7,435
| -21% | -$125K | 0.05% | 220 |
|
|
2023
Q3 | $533K | Buy |
35,473
+9,219
| +35% | +$138K | 0.06% | 191 |
|
|
2023
Q2 | $419K | Sell |
26,254
-19,363
| -42% | -$309K | 0.06% | 208 |
|
|
2023
Q1 | $878K | Buy |
45,617
+2,453
| +6% | +$47.2K | 0.1% | 154 |
|
|
2022
Q4 | $827K | Buy |
+43,164
| New | +$827K | 0.06% | 188 |
|
|
2022
Q1 | $550K | Buy |
38,589
+4,635
| +14% | +$66.1K | 0.04% | 240 |
|
|
2021
Q4 | $654K | Buy |
33,954
+1,013
| +3% | +$19.5K | 0.04% | 225 |
|
|
2021
Q3 | $575K | Buy |
32,941
+966
| +3% | +$16.9K | 0.04% | 235 |
|
|
2021
Q2 | $680K | Sell |
31,975
-5,443
| -15% | -$116K | 0.05% | 198 |
|
|
2021
Q1 | $905K | Sell |
37,418
-6,692
| -15% | -$162K | 0.07% | 155 |
|
|
2020
Q4 | $963K | Sell |
44,110
-35,019
| -44% | -$765K | 0.08% | 144 |
|
|
2020
Q3 | $1.7M | Sell |
79,129
-208,179
| -72% | -$4.47M | 0.17% | 98 |
|
|
2020
Q2 | $6.49M | Buy |
287,308
+24,539
| +9% | +$554K | 0.67% | 48 |
|
|
2020
Q1 | $5.67M | Buy |
262,769
+31,064
| +13% | +$671K | 0.74% | 46 |
|
|
2019
Q4 | $6.66M | Buy |
231,705
+15,608
| +7% | +$448K | 0.79% | 40 |
|
|
2019
Q3 | $6.39M | Buy |
216,097
+15,287
| +8% | +$452K | 0.87% | 36 |
|
|
2019
Q2 | $5.29M | Sell |
200,810
-10,157
| -5% | -$267K | 0.8% | 37 |
|
|
2019
Q1 | $4.98M | Buy |
210,967
+20,826
| +11% | +$492K | 0.78% | 37 |
|
|
2018
Q4 | $4.38M | Sell |
190,141
-68,778
| -27% | -$1.58M | 0.7% | 41 |
|
|
2018
Q3 | $5.75M | Buy |
258,919
+24,350
| +10% | +$541K | 1.05% | 20 |
|
|
2018
Q2 | $5.69M | Buy |
234,569
+54,353
| +30% | +$1.32M | 1.17% | 12 |
|
|
2018
Q1 | $4.85M | Buy |
180,216
+31,108
| +21% | +$838K | 1.06% | 21 |
|
|
2017
Q4 | $4.38M | Buy |
149,108
+10,869
| +8% | +$319K | 1.17% | 15 |
|
|
2017
Q3 | $4.09M | Buy |
138,239
+14,299
| +12% | +$423K | 1.15% | 20 |
|
|
2017
Q2 | $3.53M | Buy |
123,940
+120,617
| +3,630% | +$3.44M | 1.01% | 24 |
|
|
2017
Q1 | $104K | Buy |
+3,323
| New | +$104K | 0.36% | 53 |
|
|
2016
Q3 | $1.71M | Sell |
56,782
-17,776
| -24% | -$536K | 0.56% | 39 |
|
|
2016
Q2 | $1.34M | Buy |
+74,558
| New | +$1.34M | 0.17% | 96 |
|
|
2015
Q4 | $872K | Buy |
+85,469
| New | +$872K | 0.14% | 113 |
|
|
2015
Q2 | $614K | Sell |
22,869
-2,850
| -11% | -$76.5K | 0.27% | 52 |
|
|
2015
Q1 | $634K | Buy |
+25,719
| New | +$634K | 0.3% | 62 |
|