WBC
West Branch Capital’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
10,950
+4,909
| +81% | +$142K | 0.09% | 69 |
|
|
2025
Q1 | $171K | Buy |
6,041
+1,797
| +42% | +$50.8K | 0.06% | 86 |
|
|
2024
Q4 | $96.6K | Sell |
4,244
-7
| -0.2% | -$159 | 0.03% | 118 |
|
|
2024
Q3 | $93.5K | Sell |
4,251
-6,109
| -59% | -$134K | 0.03% | 125 |
|
|
2024
Q2 | $198K | Sell |
10,360
-305
| -3% | -$5.83K | 0.07% | 84 |
|
|
2024
Q1 | $188K | Sell |
10,665
-4,788
| -31% | -$84.3K | 0.08% | 88 |
|
|
2023
Q4 | $259K | Sell |
15,453
-2,702
| -15% | -$45.3K | 0.12% | 65 |
|
|
2023
Q3 | $273K | Sell |
18,155
-729
| -4% | -$11K | 0.14% | 64 |
|
|
2023
Q2 | $301K | Buy |
18,884
+1,164
| +7% | +$18.6K | 0.15% | 60 |
|
|
2023
Q1 | $341K | Sell |
17,720
-945
| -5% | -$18.2K | 0.19% | 57 |
|
|
2022
Q4 | $344K | Sell |
18,665
-686
| -4% | -$12.6K | 0.21% | 54 |
|
|
2022
Q3 | $297K | Sell |
19,351
-7,393
| -28% | -$113K | 0.18% | 63 |
|
|
2022
Q2 | $561K | Sell |
26,744
-207
| -0.8% | -$4.34K | 0.32% | 54 |
|
|
2022
Q1 | $637K | Buy |
26,951
+156
| +0.6% | +$3.69K | 0.3% | 52 |
|
|
2021
Q4 | $659K | Sell |
26,795
-2,637
| -9% | -$64.9K | 0.28% | 53 |
|
|
2021
Q3 | $795K | Buy |
29,432
+145
| +0.5% | +$3.92K | 0.38% | 49 |
|
|
2021
Q2 | $843K | Buy |
29,287
+3,596
| +14% | +$104K | 0.41% | 48 |
|
|
2021
Q1 | $778K | Sell |
25,691
-810
| -3% | -$24.5K | 0.46% | 48 |
|
|
2020
Q4 | $762K | Sell |
26,501
-29,143
| -52% | -$838K | 0.45% | 48 |
|
|
2020
Q3 | $1.59M | Sell |
55,644
-4,616
| -8% | -$132K | 1.01% | 30 |
|
|
2020
Q2 | $1.82M | Buy |
60,260
+34
| +0.1% | +$1.03K | 1.28% | 22 |
|
|
2020
Q1 | $1.76M | Sell |
60,226
-1,680
| -3% | -$49K | 1.68% | 17 |
|
|
2019
Q4 | $2.42M | Buy |
61,906
+4,159
| +7% | +$163K | 1.68% | 17 |
|
|
2019
Q3 | $2.19M | Buy |
57,747
+35,849
| +164% | +$1.36M | 1.62% | 16 |
|
|
2019
Q2 | $734K | Buy |
21,898
+2,282
| +12% | +$76.5K | 0.61% | 43 |
|
|
2019
Q1 | $615K | Buy |
19,616
+2,206
| +13% | +$69.2K | 0.55% | 44 |
|
|
2018
Q4 | $497K | Sell |
17,410
-1,349
| -7% | -$38.5K | 0.52% | 50 |
|
|
2018
Q3 | $630K | Buy |
18,759
+2,557
| +16% | +$85.9K | 0.47% | 53 |
|
|
2018
Q2 | $520K | Buy |
+16,202
| New | +$520K | 0.41% | 60 |
|