WealthShield 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 | $1.12M | Buy |
38,726
+4,325
| +13% | +$125K | 0.14% | 165 |
|
|
2025
Q1 | $973K | Buy |
34,401
+1,550
| +5% | +$43.8K | 0.12% | 165 |
|
|
2024
Q4 | $748K | Buy |
32,851
+53
| +0.2% | +$1.21K | 0.11% | 180 |
|
|
2024
Q3 | $722K | Buy |
32,798
+484
| +1% | +$10.6K | 0.1% | 180 |
|
|
2024
Q2 | $618K | Buy |
32,314
+8,632
| +36% | +$165K | 0.09% | 185 |
|
|
2024
Q1 | $417K | Buy |
23,682
+3,915
| +20% | +$68.9K | 0.07% | 208 |
|
|
2023
Q4 | $332K | Sell |
19,767
-881
| -4% | -$14.8K | 0.05% | 229 |
|
|
2023
Q3 | $310K | Sell |
20,648
-1,325
| -6% | -$19.9K | 0.05% | 247 |
|
|
2023
Q2 | $350K | Sell |
21,973
-842
| -4% | -$13.4K | 0.05% | 236 |
|
|
2023
Q1 | $439K | Sell |
22,815
-712
| -3% | -$13.7K | 0.07% | 219 |
|
|
2022
Q4 | $433K | Buy |
23,527
+3,829
| +19% | +$70.5K | 0.08% | 210 |
|
|
2022
Q3 | $302K | Buy |
19,698
+117
| +0.6% | +$1.79K | 0.06% | 244 |
|
|
2022
Q2 | $410K | Sell |
19,581
-17,288
| -47% | -$362K | 0.08% | 220 |
|
|
2022
Q1 | $658K | Sell |
36,869
-33,476
| -48% | -$597K | 0.11% | 199 |
|
|
2021
Q4 | $1.31M | Buy |
70,345
+45,634
| +185% | +$848K | 0.22% | 99 |
|
|
2021
Q3 | $505K | Buy |
24,711
+9,366
| +61% | +$191K | 0.14% | 141 |
|
|
2021
Q2 | $334K | Buy |
15,345
+2,128
| +16% | +$46.3K | 0.05% | 196 |
|
|
2021
Q1 | $302K | Sell |
13,217
-11,564
| -47% | -$264K | 0.05% | 206 |
|
|
2020
Q4 | $538K | Sell |
24,781
-14,572
| -37% | -$316K | 0.1% | 163 |
|
|
2020
Q3 | $847K | Buy |
39,353
+10,036
| +34% | +$216K | 0.3% | 77 |
|
|
2020
Q2 | $669K | Sell |
29,317
-3,063
| -9% | -$69.9K | 0.31% | 75 |
|
|
2020
Q1 | $713K | Buy |
32,380
+9,222
| +40% | +$203K | 0.44% | 54 |
|
|
2019
Q4 | $684K | Buy |
23,158
+7,057
| +44% | +$208K | 0.33% | 62 |
|
|
2019
Q3 | $460K | Buy |
16,101
+5,490
| +52% | +$157K | 0.24% | 98 |
|
|
2019
Q2 | $269K | Buy |
10,611
+1,040
| +11% | +$26.4K | 0.16% | 124 |
|
|
2019
Q1 | $227K | Buy |
+9,571
| New | +$227K | 0.13% | 129 |
|
|
2018
Q3 | – | Sell |
-139,965
| Closed | -$283K | – | 277 |
|
|
2018
Q2 | $283K | Buy |
+139,965
| New | +$283K | 0.17% | 91 |
|
|
2018
Q1 | – | Sell |
-7,947
| Closed | -$231K | – | 262 |
|
|
2017
Q4 | $231K | Buy |
+7,947
| New | +$231K | 0.14% | 121 |
|