Wendell David Associates’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 | $632K | Hold |
21,836
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $618K | Buy |
21,836
+89
| +0.4% | +$2.52K | 0.06% | 105 |
|
|
2024
Q4 | $495K | Sell |
21,747
-525
| -2% | -$12K | 0.05% | 116 |
|
|
2024
Q3 | $490K | Hold |
22,272
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $426K | Sell |
22,272
-980
| -4% | -$18.7K | 0.04% | 122 |
|
|
2024
Q1 | $409K | Sell |
23,252
-200
| -0.9% | -$3.52K | 0.04% | 125 |
|
|
2023
Q4 | $394K | Sell |
23,452
-485
| -2% | -$8.15K | 0.04% | 126 |
|
|
2023
Q3 | $360K | Sell |
23,937
-1,000
| -4% | -$15K | 0.04% | 123 |
|
|
2023
Q2 | $398K | Sell |
24,937
-3,710
| -13% | -$59.2K | 0.05% | 118 |
|
|
2023
Q1 | $551K | Buy |
28,647
+2,391
| +9% | +$46K | 0.07% | 104 |
|
|
2022
Q4 | $483K | Sell |
26,256
-1,700
| -6% | -$31.3K | 0.06% | 107 |
|
|
2022
Q3 | $429K | Sell |
27,956
-6,255
| -18% | -$96K | 0.06% | 112 |
|
|
2022
Q2 | $717K | Sell |
34,211
-14,083
| -29% | -$295K | 0.09% | 96 |
|
|
2022
Q1 | $862K | Sell |
48,294
-464
| -1% | -$8.28K | 0.1% | 94 |
|
|
2021
Q4 | $906K | Sell |
48,758
-24,552
| -33% | -$456K | 0.09% | 96 |
|
|
2021
Q3 | $1.5M | Sell |
73,310
-516
| -0.7% | -$10.5K | 0.17% | 80 |
|
|
2021
Q2 | $1.61M | Buy |
73,826
+1,635
| +2% | +$35.5K | 0.18% | 77 |
|
|
2021
Q1 | $1.65M | Sell |
72,191
-19,009
| -21% | -$434K | 0.2% | 76 |
|
|
2020
Q4 | $1.98M | Sell |
91,200
-2,972
| -3% | -$64.6K | 0.24% | 72 |
|
|
2020
Q3 | $2.03M | Sell |
94,172
-927
| -1% | -$20K | 0.27% | 71 |
|
|
2020
Q2 | $2.17M | Hold |
95,099
| – | – | 0.31% | 65 |
|
|
2020
Q1 | $2.09M | Sell |
95,099
-1,528
| -2% | -$33.6K | 0.35% | 63 |
|
|
2019
Q4 | $2.85M | Sell |
96,627
-1,522
| -2% | -$44.9K | 0.39% | 62 |
|
|
2019
Q3 | $2.81M | Buy |
98,149
+1,527
| +2% | +$43.6K | 0.41% | 59 |
|
|
2019
Q2 | $2.45M | Buy |
96,622
+5,131
| +6% | +$130K | 0.37% | 63 |
|
|
2019
Q1 | $2.17M | Buy |
91,491
+1,456
| +2% | +$34.5K | 0.34% | 70 |
|
|
2018
Q4 | $1.94M | Sell |
90,035
-16,460
| -15% | -$355K | 0.35% | 69 |
|
|
2018
Q3 | $2.7M | Sell |
106,495
-2,912
| -3% | -$73.9K | 0.42% | 65 |
|
|
2018
Q2 | $2.65M | Buy |
109,407
+16,495
| +18% | +$400K | 0.45% | 65 |
|
|
2018
Q1 | $2.5M | Sell |
92,912
-529
| -0.6% | -$14.2K | 0.45% | 63 |
|
|
2017
Q4 | $2.74M | Sell |
93,441
-3,244
| -3% | -$95.3K | 0.47% | 57 |
|
|
2017
Q3 | $2.86M | Buy |
96,685
+1,456
| +2% | +$43.1K | 0.51% | 50 |
|
|
2017
Q2 | $2.71M | Buy |
95,229
+247
| +0.3% | +$7.04K | 0.51% | 50 |
|
|
2017
Q1 | $2.98M | Buy |
94,982
+4,627
| +5% | +$145K | 0.57% | 48 |
|
|
2016
Q4 | $2.9M | Sell |
90,355
-2,105
| -2% | -$67.6K | 0.57% | 48 |
|
|
2016
Q3 | $2.84M | Buy |
92,460
+2,648
| +3% | +$81.2K | 0.56% | 53 |
|
|
2016
Q2 | $2.92M | Sell |
89,812
-431
| -0.5% | -$14K | 0.57% | 51 |
|
|
2016
Q1 | $2.66M | Sell |
90,243
-3,397
| -4% | -$100K | 0.52% | 53 |
|
|
2015
Q4 | $2.41M | Buy |
93,640
+3,288
| +4% | +$84.4K | 0.47% | 54 |
|
|
2015
Q3 | $2.25M | Buy |
90,352
+662
| +0.7% | +$16.5K | 0.46% | 58 |
|
|
2015
Q2 | $2.44M | Hold |
89,690
| – | – | 0.47% | 57 |
|
|
2015
Q1 | $2.24M | Sell |
89,690
-563
| -0.6% | -$14K | 0.43% | 57 |
|
|
2014
Q4 | $2.32M | Sell |
90,253
-9,685
| -10% | -$249K | 0.45% | 57 |
|
|
2014
Q3 | $2.64M | Sell |
99,938
-331
| -0.3% | -$8.75K | 0.55% | 52 |
|
|
2014
Q2 | $2.65M | Sell |
100,269
-2,549
| -2% | -$67.4K | 0.56% | 49 |
|
|
2014
Q1 | $2.72M | Buy |
102,818
+375
| +0.4% | +$9.91K | 0.59% | 49 |
|
|
2013
Q4 | $2.71M | Buy |
102,443
+4,476
| +5% | +$118K | 0.59% | 48 |
|
|
2013
Q3 | $2.52M | Sell |
97,967
-1,492
| -2% | -$38.3K | 0.6% | 47 |
|
|
2013
Q2 | $2.63M | Buy |
+99,459
| New | +$2.63M | 0.66% | 45 |
|