Western Pacific Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,314
| Closed | -$40.7K | – | 290 |
|
|
2024
Q1 | $40.7K | Hold |
2,314
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $38.8K | Buy |
+2,314
| New | +$38.8K | 0.03% | 155 |
|
|
2023
Q2 | – | Sell |
-1,448
| Closed | -$27.9K | – | 309 |
|
|
2023
Q1 | $27.9K | Hold |
1,448
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $26.7K | Sell |
1,448
-2,039
| -58% | -$37.5K | 0.02% | 164 |
|
|
2022
Q3 | $53K | Buy |
3,487
+2,541
| +269% | +$38.6K | 0.05% | 96 |
|
|
2022
Q2 | $19K | Sell |
946
-307
| -25% | -$6.17K | 0.02% | 124 |
|
|
2022
Q1 | $22K | Hold |
1,253
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $23K | Buy |
+1,253
| New | +$23K | 0.01% | 148 |
|