WESPAC 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
Q2 | $2.78M | Buy |
96,206
+30,685
| +47% | +$888K | 1.95% | 5 |
|
2025
Q1 | $1.85M | Buy |
65,521
+23,360
| +55% | +$661K | 1.51% | 7 |
|
2024
Q4 | $960K | Buy |
42,161
+4,648
| +12% | +$106K | 0.71% | 39 |
|
2024
Q3 | $825K | Buy |
+37,513
| New | +$825K | 0.61% | 56 |
|
2021
Q2 | – | Sell |
-11,455
| Closed | -$262K | – | 159 |
|
2021
Q1 | $262K | Sell |
11,455
-9,544
| -45% | -$218K | 0.2% | 133 |
|
2020
Q4 | $456K | Sell |
20,999
-11,172
| -35% | -$243K | 0.35% | 87 |
|
2020
Q3 | $693K | Buy |
32,171
+2,920
| +10% | +$62.9K | 0.86% | 51 |
|
2020
Q2 | $668K | Sell |
29,251
-1,112
| -4% | -$25.4K | 0.76% | 53 |
|
2020
Q1 | $668K | Buy |
30,363
+549
| +2% | +$12.1K | 1.6% | 21 |
|
2019
Q4 | $880K | Buy |
29,814
+1,867
| +7% | +$55.1K | 0.86% | 48 |
|
2019
Q3 | $799K | Sell |
27,947
-18,600
| -40% | -$532K | 0.8% | 49 |
|
2019
Q2 | $1.18M | Buy |
46,547
+4,743
| +11% | +$120K | 0.88% | 45 |
|
2019
Q1 | $994K | Buy |
41,804
+5,566
| +15% | +$132K | 0.69% | 51 |
|
2018
Q4 | $781K | Buy |
+36,238
| New | +$781K | 0.76% | 45 |
|
2017
Q1 | – | Sell |
-54,841
| Closed | -$1.76M | – | 126 |
|
2016
Q4 | $1.76M | Buy |
+54,841
| New | +$1.76M | 1.98% | 10 |
|
2015
Q3 | – | Sell |
-37,006
| Closed | -$993K | – | 108 |
|
2015
Q2 | $993K | Sell |
37,006
-67
| -0.2% | -$1.8K | 0.75% | 52 |
|
2015
Q1 | $914K | Buy |
+37,073
| New | +$914K | 0.69% | 60 |
|
2014
Q4 | – | Sell |
-38,351
| Closed | -$1.02M | – | 152 |
|
2014
Q3 | $1.02M | Buy |
38,351
+18,626
| +94% | +$496K | 0.82% | 48 |
|
2014
Q2 | $527K | Sell |
19,725
-14,044
| -42% | -$375K | 0.6% | 65 |
|
2014
Q1 | $894K | Sell |
33,769
-2,841
| -8% | -$75.2K | 0.77% | 56 |
|
2013
Q4 | $972K | Buy |
36,610
+13,970
| +62% | +$371K | 0.81% | 47 |
|
2013
Q3 | $578K | Buy |
+22,640
| New | +$578K | 0.67% | 60 |
|