Wellesley Investment Partners’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$607K Sell
2020
Q2
$736K Sell
2020
Q1
$866K Buy
2019
Q4
$1.07M Buy
2019
Q3
$961K Buy
2019
Q2
$732K Buy
2018
Q4
Sell
2018
Q3
$270K Buy
2018
Q2
$258K Buy
2018
Q1
$274K Buy
2017
Q4
$240K Sell
2017
Q3
$280K Buy
2017
Q2
$261K Sell
2017
Q1
$292K Buy
2016
Q4
$272K Buy
2016
Q3
$205K Hold
2016
Q2
$219K Buy