Well Done LLC’s AT&T T Stock Holding History

Well Done LLC’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,396	Closed	-$218K	–	178
2022 Q2	$218K	Buy	+10,396	New	+$207K	0.05%	158
2021 Q1	–	Sell	-14,759	Closed	-$321K	–	173
2020 Q4	$321K	Sell	14,759 -809	-5%	-$17.4K	0.08%	113
2020 Q3	$335K	Buy	15,568 +2,418	+18%	+$54K	0.09%	100
2020 Q2	$300K	Hold	13,150	–	–	0.08%	113
2020 Q1	$290K	Buy	13,150 +344	+3%	+$9.4K	0.09%	105
2019 Q4	$378K	Hold	12,806	–	–	0.09%	106
2019 Q3	$366K	Hold	12,806	–	–	0.09%	104
2019 Q2	$324K	Buy	12,806 +115	+0.9%	+$2.76K	0.08%	110
2019 Q1	$301K	Sell	12,691 -111	-0.9%	-$2.55K	0.07%	116
2018 Q4	$276K	Sell	12,802 -237	-2%	-$5.52K	0.08%	113
2018 Q3	$331K	Hold	13,039	–	–	0.09%	103
2018 Q2	$316K	Hold	13,039	–	–	0.09%	102
2018 Q1	$351K	Hold	13,039	–	–	0.11%	83
2017 Q4	$383K	Buy	13,039 +2,039	+19%	+$55.7K	0.12%	86
2017 Q3	$325K	Buy	11,000 +781	+8%	+$22.2K	0.1%	103
2017 Q2	$291K	Sell	10,219 -496	-5%	-$14.6K	0.1%	86
2017 Q1	$336K	Buy	10,715 +4,202	+65%	+$132K	0.12%	76
2016 Q4	$209K	Buy	+6,513	New	+$192K	0.08%	89

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Well Done LLC's T Position: Q3 2022 in Review

Well Done LLC sold out of AT&T (T) in Q3 2022, closing a stake of 10,396 shares — an estimated $218K sold.

Well Done LLC first reported a position in T in Q4 2016 and held it in 18 quarters. The position peaked at $383K in Q4 2017. 2,318 funds tracked by Wall St. Rank hold T as of Q3 2022.

Well Done LLC reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
Well Done LLC sold 10,396 AT&T shares in Q3 2022, an estimated $218K.
Well Done LLC first reported a position in AT&T in Q4 2016 and held it in 18 quarters.
Well Done LLC's AT&T position peaked at $383K in Q4 2017.
2,318 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Well Done LLC's 13F filing for Q3 2022, filed 14 Oct 2022.