Wealthstar Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,430
| Closed | -$237K | – | 150 |
|
|
2024
Q4 | $237K | Buy |
+10,430
| New | +$237K | 0.1% | 120 |
|
|
2024
Q2 | – | Sell |
-12,537
| Closed | -$221K | – | 126 |
|
|
2024
Q1 | $221K | Sell |
12,537
-29
| -0.2% | -$510 | 0.08% | 119 |
|
|
2023
Q4 | $211K | Buy |
12,566
+700
| +6% | +$11.7K | 0.03% | 118 |
|
|
2023
Q3 | $178K | Hold |
11,866
| – | – | 0.07% | 110 |
|
|
2023
Q2 | $189K | Hold |
11,866
| – | – | 0.08% | 76 |
|
|
2023
Q1 | $228K | Hold |
11,866
| – | – | 0.09% | 85 |
|
|
2022
Q4 | $218K | Buy |
+11,866
| New | +$218K | 0.1% | 85 |
|
|
2021
Q3 | – | Sell |
-19,250
| Closed | -$417K | – | 123 |
|
|
2021
Q2 | $417K | Buy |
+19,250
| New | +$417K | 0.13% | 64 |
|
|
2020
Q1 | $441K | Buy |
19,945
+10,717
| +116% | +$237K | 0.31% | 25 |
|
|
2019
Q4 | $273K | Sell |
9,228
-6,931
| -43% | -$205K | 0.17% | 39 |
|
|
2019
Q3 | $463K | Buy |
16,159
+1,424
| +10% | +$40.8K | 0.26% | 28 |
|
|
2019
Q2 | $375K | Sell |
14,735
-1,198
| -8% | -$30.5K | 0.22% | 36 |
|
|
2019
Q1 | $376K | Buy |
15,933
+1,589
| +11% | +$37.5K | 0.23% | 31 |
|
|
2018
Q4 | $308K | Hold |
14,344
| – | – | 0.23% | 36 |
|
|
2018
Q3 | $365K | Sell |
14,344
-955
| -6% | -$24.3K | 0.21% | 36 |
|
|
2018
Q2 | $371K | Buy |
+15,299
| New | +$371K | 0.11% | 35 |
|