Wealthquest’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 | $299K | Buy |
10,326
+935
| +10% | +$27.1K | 0.02% | 106 |
|
|
2025
Q1 | $266K | Sell |
9,391
-3,338
| -26% | -$94.4K | 0.02% | 103 |
|
|
2024
Q4 | $290K | Buy |
12,729
+426
| +3% | +$9.7K | 0.02% | 101 |
|
|
2024
Q3 | $272K | Sell |
12,303
-1,206
| -9% | -$26.7K | 0.02% | 102 |
|
|
2024
Q2 | $258K | Sell |
13,509
-5,524
| -29% | -$106K | 0.03% | 109 |
|
|
2024
Q1 | $335K | Sell |
19,033
-1,528
| -7% | -$26.9K | 0.04% | 94 |
|
|
2023
Q4 | $345K | Sell |
20,561
-1,620
| -7% | -$27.2K | 0.04% | 95 |
|
|
2023
Q3 | $333K | Buy |
+22,181
| New | +$333K | 0.04% | 96 |
|
|
2021
Q4 | – | Sell |
-11,443
| Closed | -$233K | – | 145 |
|
|
2021
Q3 | $233K | Buy |
+11,443
| New | +$233K | 0.04% | 122 |
|
|
2019
Q2 | – | Sell |
-12,375
| Closed | -$293K | – | 134 |
|
|
2019
Q1 | $293K | Sell |
12,375
-7,472
| -38% | -$177K | 0.11% | 97 |
|
|
2018
Q4 | $427K | Buy |
+19,847
| New | +$427K | 0.18% | 80 |
|
|
2015
Q3 | – | Sell |
-10,915
| Closed | -$293K | – | 52 |
|
|
2015
Q2 | $293K | Hold |
10,915
| – | – | 0.43% | 32 |
|
|
2015
Q1 | $269K | Hold |
10,915
| – | – | 0.39% | 37 |
|
|
2014
Q4 | $277K | Buy |
+10,915
| New | +$277K | 0.28% | 42 |
|