WealthSource Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $270K | Sell |
16,108
-5,801
| -26% | -$91.6K | 0.02% | 434 |
|
|
2023
Q3 | $329K | Sell |
21,909
-3,122
| -12% | -$45.8K | 0.02% | 392 |
|
|
2023
Q2 | $399K | Sell |
25,031
-7,257
| -22% | -$124K | 0.03% | 359 |
|
|
2023
Q1 | $622K | Buy |
32,288
+2,054
| +7% | +$39.3K | 0.04% | 263 |
|
|
2022
Q4 | $557K | Sell |
30,234
-9,590
| -24% | -$172K | 0.04% | 284 |
|
|
2022
Q3 | $611K | Sell |
39,824
-7,752
| -16% | -$141K | 0.05% | 263 |
|
|
2022
Q2 | $997K | Sell |
47,576
-31,824
| -40% | -$635K | 0.07% | 191 |
|
|
2022
Q1 | $1.42M | Buy |
79,400
+5,432
| +7% | +$101K | 0.1% | 166 |
|
|
2021
Q4 | $1.37M | Sell |
73,968
-20,763
| -22% | -$388K | 0.11% | 144 |
|
|
2021
Q3 | $1.93M | Sell |
94,731
-17,564
| -16% | -$369K | 0.17% | 102 |
|
|
2021
Q2 | $2.44M | Buy |
112,295
+20,701
| +23% | +$471K | 0.22% | 71 |
|
|
2021
Q1 | $2.09M | Buy |
91,594
+22,242
| +32% | +$492K | 0.21% | 78 |
|
|
2020
Q4 | $1.51M | Buy |
69,352
+9,951
| +17% | +$215K | 0.18% | 77 |
|
|
2020
Q3 | $1.28M | Buy |
59,401
+2,489
| +4% | +$55.6K | 0.17% | 83 |
|
|
2020
Q2 | $1.3M | Sell |
56,912
-1,470
| -3% | -$33.5K | 0.19% | 66 |
|
|
2020
Q1 | $1.28M | Sell |
58,382
-9,266
| -14% | -$253K | 0.2% | 66 |
|
|
2019
Q4 | $2M | Sell |
67,648
-11,498
| -15% | -$332K | 0.26% | 69 |
|
|
2019
Q3 | $2.26M | Buy |
79,146
+4,487
| +6% | +$119K | 0.34% | 75 |
|
|
2019
Q2 | $1.89M | Buy |
74,659
+26,443
| +55% | +$634K | 0.3% | 87 |
|
|
2019
Q1 | $1.14M | Buy |
48,216
+6,999
| +17% | +$161K | 0.26% | 88 |
|
|
2018
Q4 | $888K | Buy |
41,217
+7,528
| +22% | +$175K | 0.26% | 90 |
|
|
2018
Q3 | $854K | Sell |
33,689
-10,832
| -24% | -$265K | 0.22% | 99 |
|
|
2018
Q2 | $1.08M | Buy |
44,521
+3,366
| +8% | +$84.5K | 0.3% | 84 |
|
|
2018
Q1 | $1.11M | Sell |
41,155
-1,894
| -4% | -$52.7K | 0.34% | 76 |
|
|
2017
Q4 | $1.26M | Sell |
43,049
-729
| -2% | -$19.9K | 0.39% | 60 |
|
|
2017
Q3 | $1.29M | Sell |
43,778
-391
| -0.9% | -$11.1K | 0.43% | 60 |
|
|
2017
Q2 | $1.26M | Buy |
44,169
+2,681
| +6% | +$79K | 0.43% | 62 |
|
|
2017
Q1 | $1.3M | Sell |
41,488
-475
| -1% | -$14.9K | 0.48% | 54 |
|
|
2016
Q4 | $1.35M | Sell |
41,963
-6,216
| -13% | -$183K | 0.57% | 46 |
|
|
2016
Q3 | $1.48M | Buy |
48,179
+8,536
| +22% | +$270K | 0.54% | 46 |
|
|
2016
Q2 | $1.29M | Buy |
39,643
+3,814
| +11% | +$114K | 0.48% | 47 |
|
|
2016
Q1 | $1.06M | Buy |
+35,829
| New | +$992K | 0.43% | 51 |
|
Other funds holding T
WealthSource Partners's T Position: Q4 2023 in Review
WealthSource Partners reduced its AT&T (T) stake by 26% in Q4 2023, selling an estimated $91.6K and leaving 16,108 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #434.
WealthSource Partners first reported a position in T in Q1 2016 and has held it in 32 quarters since. The position peaked at $2.44M in Q2 2021. 2,445 funds tracked by Wall St. Rank hold T as of Q4 2023.
- WealthSource Partners held 16,108 shares of AT&T worth $270K as of Q4 2023.
- WealthSource Partners sold 5,801 AT&T shares in Q4 2023, an estimated $91.6K.
- AT&T made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #434 holding.
- WealthSource Partners first reported a position in AT&T in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's AT&T position peaked at $2.44M in Q2 2021.
- 2,445 funds tracked by Wall St. Rank held AT&T as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.