Wealthspire Advisors (New York)’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 | $3.2M | Buy |
110,648
+3,397
| +3% | +$98.3K | 0.02% | 213 |
|
2025
Q1 | $3.03M | Sell |
107,251
-2,929
| -3% | -$82.8K | 0.02% | 208 |
|
2024
Q4 | $2.51M | Buy |
110,180
+1,130
| +1% | +$25.7K | 0.02% | 221 |
|
2024
Q3 | $2.4M | Buy |
109,050
+722
| +0.7% | +$15.9K | 0.02% | 221 |
|
2024
Q2 | $2.07M | Buy |
108,328
+490
| +0.5% | +$9.36K | 0.03% | 203 |
|
2024
Q1 | $1.9M | Sell |
107,838
-8,086
| -7% | -$142K | 0.03% | 208 |
|
2023
Q4 | $1.95M | Buy |
115,924
+2,139
| +2% | +$35.9K | 0.03% | 201 |
|
2023
Q3 | $1.71M | Buy |
113,785
+20,542
| +22% | +$309K | 0.03% | 188 |
|
2023
Q2 | $1.49M | Sell |
93,243
-7,490
| -7% | -$119K | 0.02% | 186 |
|
2023
Q1 | $1.94M | Sell |
100,733
-14,879
| -13% | -$286K | 0.03% | 155 |
|
2022
Q4 | $2.13M | Buy |
115,612
+13,442
| +13% | +$247K | 0.04% | 148 |
|
2022
Q3 | $1.57M | Buy |
102,170
+27,558
| +37% | +$423K | 0.03% | 171 |
|
2022
Q2 | $1.56M | Sell |
74,612
-5,548
| -7% | -$116K | 0.03% | 164 |
|
2022
Q1 | $1.43M | Sell |
80,160
-33,798
| -30% | -$603K | 0.03% | 151 |
|
2021
Q4 | $2.12M | Sell |
113,958
-19,273
| -14% | -$358K | 0.05% | 145 |
|
2021
Q3 | $2.72M | Buy |
133,231
+45,709
| +52% | +$932K | 0.06% | 136 |
|
2021
Q2 | $1.9M | Sell |
87,522
-67,046
| -43% | -$1.46M | 0.05% | 116 |
|
2021
Q1 | $3.53M | Buy |
154,568
+22,770
| +17% | +$521K | 0.08% | 114 |
|
2020
Q4 | $2.86M | Buy |
131,798
+69,305
| +111% | +$1.51M | 0.09% | 105 |
|
2020
Q3 | $1.35M | Sell |
62,493
-11,178
| -15% | -$241K | 0.08% | 106 |
|
2020
Q2 | $1.68M | Sell |
73,671
-170,251
| -70% | -$3.89M | 0.12% | 76 |
|
2020
Q1 | $5.37M | Buy |
243,922
+173,998
| +249% | +$3.83M | 0.23% | 64 |
|
2019
Q4 | $2.06M | Buy |
69,924
+20,236
| +41% | +$597K | 0.15% | 38 |
|
2019
Q3 | $1.42M | Buy |
49,688
+22,150
| +80% | +$633K | 0.12% | 38 |
|
2019
Q2 | $697K | Buy |
27,538
+10,131
| +58% | +$256K | 0.06% | 41 |
|
2019
Q1 | $412K | Buy |
17,407
+3,100
| +22% | +$73.4K | 0.04% | 32 |
|
2018
Q4 | $308K | Buy |
+14,307
| New | +$308K | 0.03% | 50 |
|