Welch & Forbes’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 | $3.99M | Buy |
137,731
+526
| +0.4% | +$15.2K | 0.05% | 139 |
|
|
2025
Q1 | $3.88M | Buy |
137,205
+1,413
| +1% | +$40K | 0.05% | 136 |
|
|
2024
Q4 | $3.09M | Buy |
135,792
+214
| +0.2% | +$4.87K | 0.04% | 154 |
|
|
2024
Q3 | $2.98M | Sell |
135,578
-205
| -0.2% | -$4.51K | 0.04% | 155 |
|
|
2024
Q2 | $2.55M | Sell |
135,783
-4,063
| -3% | -$76.4K | 0.03% | 165 |
|
|
2024
Q1 | $2.46M | Sell |
139,846
-593
| -0.4% | -$10.4K | 0.03% | 173 |
|
|
2023
Q4 | $2.36M | Sell |
140,439
-69,301
| -33% | -$1.16M | 0.04% | 174 |
|
|
2023
Q3 | $3.15M | Sell |
209,740
-88,654
| -30% | -$1.33M | 0.05% | 145 |
|
|
2023
Q2 | $4.76M | Sell |
298,394
-4,072
| -1% | -$64.9K | 0.08% | 132 |
|
|
2023
Q1 | $5.82M | Sell |
302,466
-12,712
| -4% | -$245K | 0.1% | 122 |
|
|
2022
Q4 | $5.8M | Sell |
315,178
-3,864
| -1% | -$71.1K | 0.1% | 120 |
|
|
2022
Q3 | $4.89M | Sell |
319,042
-4,220
| -1% | -$64.7K | 0.1% | 128 |
|
|
2022
Q2 | $6.78M | Sell |
323,262
-107,476
| -25% | -$2.25M | 0.12% | 117 |
|
|
2022
Q1 | $7.69M | Sell |
430,738
-2,458
| -0.6% | -$43.9K | 0.12% | 119 |
|
|
2021
Q4 | $8.05M | Sell |
433,196
-29,104
| -6% | -$541K | 0.12% | 118 |
|
|
2021
Q3 | $9.43M | Sell |
462,300
-54,513
| -11% | -$1.11M | 0.16% | 111 |
|
|
2021
Q2 | $11.2M | Sell |
516,813
-85,149
| -14% | -$1.85M | 0.19% | 102 |
|
|
2021
Q1 | $13.8M | Sell |
601,962
-5,337
| -0.9% | -$122K | 0.25% | 87 |
|
|
2020
Q4 | $13.2M | Sell |
607,299
-9,214
| -1% | -$200K | 0.26% | 85 |
|
|
2020
Q3 | $13.3M | Sell |
616,513
-51,695
| -8% | -$1.11M | 0.29% | 82 |
|
|
2020
Q2 | $15.3M | Buy |
668,208
+4,570
| +0.7% | +$104K | 0.36% | 73 |
|
|
2020
Q1 | $14.6M | Buy |
663,638
+34,118
| +5% | +$751K | 0.41% | 70 |
|
|
2019
Q4 | $18.6M | Sell |
629,520
-2,048
| -0.3% | -$60.4K | 0.41% | 72 |
|
|
2019
Q3 | $18.1M | Sell |
631,568
-5,737
| -0.9% | -$164K | 0.43% | 65 |
|
|
2019
Q2 | $16.1M | Buy |
637,305
+5,186
| +0.8% | +$131K | 0.39% | 73 |
|
|
2019
Q1 | $15M | Sell |
632,119
-169,711
| -21% | -$4.02M | 0.38% | 77 |
|
|
2018
Q4 | $17.3M | Sell |
801,830
-6,780
| -0.8% | -$146K | 0.49% | 61 |
|
|
2018
Q3 | $20.5M | Buy |
808,610
+137,714
| +21% | +$3.49M | 0.49% | 64 |
|
|
2018
Q2 | $16.3M | Buy |
670,896
+63,641
| +10% | +$1.54M | 0.42% | 72 |
|
|
2018
Q1 | $16.4M | Buy |
+607,255
| New | +$16.4M | 0.42% | 78 |
|
|
2017
Q4 | – | Sell |
-620,489
| Closed | -$18.4M | – | 353 |
|
|
2017
Q3 | $18.4M | Sell |
620,489
-184
| -0% | -$5.44K | 0.48% | 73 |
|
|
2017
Q2 | $17.7M | Sell |
620,673
-13,278
| -2% | -$378K | 0.49% | 74 |
|
|
2017
Q1 | $19.9M | Sell |
633,951
-16,092
| -2% | -$505K | 0.57% | 67 |
|
|
2016
Q4 | $20.9M | Buy |
+650,043
| New | +$20.9M | 0.62% | 58 |
|
|
2016
Q3 | – | Sell |
-665,440
| Closed | -$21.7M | – | 343 |
|
|
2016
Q2 | $21.7M | Sell |
665,440
-9,349
| -1% | -$305K | 0.66% | 53 |
|
|
2016
Q1 | $20M | Sell |
674,789
-7,647
| -1% | -$226K | 0.62% | 54 |
|
|
2015
Q4 | $17.7M | Buy |
682,436
+7,240
| +1% | +$188K | 0.57% | 62 |
|
|
2015
Q3 | $16.6M | Sell |
675,196
-1,731
| -0.3% | -$42.6K | 0.55% | 62 |
|
|
2015
Q2 | $18.2M | Buy |
676,927
+10,384
| +2% | +$279K | 0.57% | 60 |
|
|
2015
Q1 | $16.4M | Sell |
666,543
-11,201
| -2% | -$276K | 0.49% | 68 |
|
|
2014
Q4 | $17.2M | Sell |
677,744
-6,669
| -1% | -$169K | 0.51% | 69 |
|
|
2014
Q3 | $18.2M | Sell |
684,413
-11,497
| -2% | -$306K | 0.56% | 63 |
|
|
2014
Q2 | $18.6M | Buy |
695,910
+241
| +0% | +$6.44K | 0.59% | 60 |
|
|
2014
Q1 | $18.4M | Sell |
695,669
-6,706
| -1% | -$178K | 0.58% | 63 |
|
|
2013
Q4 | $18.7M | Buy |
702,375
+8,333
| +1% | +$221K | 0.59% | 65 |
|
|
2013
Q3 | $17.7M | Buy |
694,042
+12,002
| +2% | +$307K | 0.6% | 62 |
|
|
2013
Q2 | $18.2M | Buy |
+682,040
| New | +$18.2M | 0.65% | 58 |
|