West Paces 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 | – | Sell |
-4,228
| Closed | -$120K | – | 514 |
|
2025
Q1 | $120K | Buy |
4,228
+265
| +7% | +$7.49K | 0.03% | 174 |
|
2024
Q4 | $90.2K | Buy |
3,963
+1,328
| +50% | +$30.2K | 0.02% | 196 |
|
2024
Q3 | $58K | Sell |
2,635
-1,227
| -32% | -$27K | 0.01% | 219 |
|
2024
Q2 | $73.8K | Buy |
3,862
+1,227
| +47% | +$23.4K | 0.02% | 192 |
|
2024
Q1 | $46.4K | Sell |
2,635
-71
| -3% | -$1.25K | 0.01% | 240 |
|
2023
Q4 | $45.4K | Buy |
2,706
+427
| +19% | +$7.17K | 0.01% | 231 |
|
2023
Q3 | $34.2K | Sell |
2,279
-1,220
| -35% | -$18.3K | 0.01% | 243 |
|
2023
Q2 | $55.8K | Sell |
3,499
-350
| -9% | -$5.58K | 0.02% | 211 |
|
2023
Q1 | $74.1K | Buy |
3,849
+1,561
| +68% | +$30K | 0.02% | 200 |
|
2022
Q4 | $42.1K | Hold |
2,288
| – | – | 0.01% | 235 |
|
2022
Q3 | $35.1K | Hold |
2,288
| – | – | 0.01% | 234 |
|
2022
Q2 | $48K | Sell |
2,288
-635
| -22% | -$13.3K | 0.02% | 218 |
|
2022
Q1 | $52.2K | Sell |
2,923
-3,774
| -56% | -$67.4K | 0.02% | 219 |
|
2021
Q4 | $124K | Buy |
6,697
+1,352
| +25% | +$25.1K | 0.04% | 145 |
|
2021
Q3 | $109K | Buy |
5,345
+228
| +4% | +$4.65K | 0.04% | 146 |
|
2021
Q2 | $111K | Buy |
5,117
+765
| +18% | +$16.6K | 0.04% | 134 |
|
2021
Q1 | $99.5K | Sell |
4,352
-1,152
| -21% | -$26.3K | 0.04% | 139 |
|
2020
Q4 | $120K | Sell |
5,504
-148
| -3% | -$3.22K | 0.05% | 128 |
|
2020
Q3 | $122K | Sell |
5,652
-133
| -2% | -$2.86K | 0.06% | 123 |
|
2020
Q2 | $132K | Sell |
5,785
-111
| -2% | -$2.53K | 0.07% | 120 |
|
2020
Q1 | $130K | Sell |
5,896
-1,939
| -25% | -$42.7K | 0.08% | 112 |
|
2019
Q4 | $231K | Buy |
7,835
+1,234
| +19% | +$36.4K | 0.13% | 101 |
|
2019
Q3 | $189K | Hold |
6,601
| – | – | 0.11% | 107 |
|
2019
Q2 | $167K | Sell |
6,601
-27
| -0.4% | -$683 | 0.1% | 106 |
|
2019
Q1 | $157K | Sell |
6,628
-438
| -6% | -$10.4K | 0.11% | 111 |
|
2018
Q4 | $152K | Sell |
7,066
-2,476
| -26% | -$53.4K | 0.12% | 113 |
|
2018
Q3 | $242K | Sell |
9,542
-132
| -1% | -$3.35K | 0.17% | 96 |
|
2018
Q2 | $235K | Buy |
9,674
+671
| +7% | +$16.3K | 0.18% | 93 |
|
2018
Q1 | $242K | Buy |
9,003
+1,820
| +25% | +$49K | 0.18% | 89 |
|
2017
Q4 | $211K | Hold |
7,183
| – | – | 0.16% | 102 |
|
2017
Q3 | $212K | Hold |
7,183
| – | – | 0.16% | 102 |
|
2017
Q2 | $205K | Sell |
7,183
-271
| -4% | -$7.72K | 0.16% | 104 |
|
2017
Q1 | $234K | Buy |
7,454
+22
| +0.3% | +$690 | 0.19% | 96 |
|
2016
Q4 | $239K | Buy |
+7,432
| New | +$239K | 0.22% | 90 |
|