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