WestHill Financial Advisors’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 |
-10,537
| Closed | -$185K | – | 77 |
|
|
2024
Q1 | $185K | Sell |
10,537
-468
| -4% | -$8.24K | 0.05% | 74 |
|
|
2023
Q4 | $185K | Sell |
11,005
-1,110
| -9% | -$18.6K | 0.05% | 73 |
|
|
2023
Q3 | $182K | Sell |
12,115
-88
| -0.7% | -$1.32K | 0.05% | 67 |
|
|
2023
Q2 | $195K | Sell |
12,203
-110
| -0.9% | -$1.75K | 0.06% | 64 |
|
|
2023
Q1 | $237K | Hold |
12,313
| – | – | 0.07% | 53 |
|
|
2022
Q4 | $227K | Sell |
12,313
-1,813
| -13% | -$33.4K | 0.07% | 54 |
|
|
2022
Q3 | $217K | Hold |
14,126
| – | – | 0.07% | 54 |
|
|
2022
Q2 | $296K | Sell |
14,126
-4,577
| -24% | -$95.9K | 0.1% | 44 |
|
|
2022
Q1 | $334K | Sell |
18,703
-1,951
| -9% | -$34.8K | 0.1% | 44 |
|
|
2021
Q4 | $384K | Buy |
20,654
+2,760
| +15% | +$51.3K | 0.11% | 41 |
|
|
2021
Q3 | $365K | Buy |
+17,894
| New | +$365K | 0.11% | 38 |
|
|
2021
Q1 | $416K | Hold |
18,205
| – | – | 0.15% | 32 |
|
|
2020
Q4 | $395K | Buy |
+18,205
| New | +$395K | 0.16% | 30 |
|