West Family Investments’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 | $1.37M | Buy |
47,328
+9,367
| +25% | +$271K | 0.36% | 53 |
|
|
2025
Q1 | $1.07M | Hold |
37,961
| – | – | 0.4% | 50 |
|
|
2024
Q4 | $864K | Buy |
37,961
+15,680
| +70% | +$357K | 0.3% | 67 |
|
|
2024
Q3 | $490K | Buy |
22,281
+2,356
| +12% | +$51.8K | 0.17% | 126 |
|
|
2024
Q2 | $381K | Buy |
19,925
+2,941
| +17% | +$56.2K | 0.11% | 142 |
|
|
2024
Q1 | $299K | Buy |
16,984
+1,557
| +10% | +$27.4K | 0.09% | 180 |
|
|
2023
Q4 | $259K | Buy |
+15,427
| New | +$259K | 0.09% | 179 |
|
|
2023
Q3 | – | Sell |
-24,462
| Closed | -$390K | – | 255 |
|
|
2023
Q2 | $390K | Buy |
24,462
+7,502
| +44% | +$120K | 0.15% | 123 |
|
|
2023
Q1 | $326K | Sell |
16,960
-1,592
| -9% | -$30.6K | 0.13% | 120 |
|
|
2022
Q4 | $342K | Buy |
+18,552
| New | +$342K | 0.12% | 144 |
|
|
2022
Q3 | – | Sell |
-14,399
| Closed | -$302K | – | 254 |
|
|
2022
Q2 | $302K | Buy |
+14,399
| New | +$302K | 0.12% | 153 |
|
|
2022
Q1 | – | Sell |
-36,464
| Closed | -$678K | – | 340 |
|
|
2021
Q4 | $678K | Buy |
36,464
+23,093
| +173% | +$429K | 0.18% | 96 |
|
|
2021
Q3 | $273K | Sell |
13,371
-25,627
| -66% | -$523K | 0.07% | 226 |
|
|
2021
Q2 | $848K | Buy |
+38,998
| New | +$848K | 0.23% | 69 |
|