WIM
Westside Investment Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
6,313
+1,371
| +28% | +$39.7K | 0.03% | 265 |
|
|
2025
Q1 | $140K | Sell |
4,942
-120
| -2% | -$3.39K | 0.03% | 268 |
|
|
2024
Q4 | $115K | Sell |
5,062
-3,833
| -43% | -$87.3K | 0.02% | 291 |
|
|
2024
Q3 | $184K | Sell |
8,895
-1,200
| -12% | -$24.9K | 0.04% | 249 |
|
|
2024
Q2 | $187K | Sell |
10,095
-1,047
| -9% | -$19.4K | 0.04% | 237 |
|
|
2024
Q1 | $196K | Buy |
11,142
+247
| +2% | +$4.35K | 0.05% | 226 |
|
|
2023
Q4 | $183K | Sell |
10,895
-500
| -4% | -$8.39K | 0.05% | 218 |
|
|
2023
Q3 | $171K | Buy |
11,395
+1,810
| +19% | +$27.2K | 0.05% | 218 |
|
|
2023
Q2 | $153K | Sell |
9,585
-200
| -2% | -$3.19K | 0.04% | 232 |
|
|
2023
Q1 | $185K | Sell |
9,785
-419
| -4% | -$7.92K | 0.05% | 215 |
|
|
2022
Q4 | $79.3K | Sell |
10,204
-1,675
| -14% | -$13K | 0.2% | 101 |
|
|
2022
Q3 | $85.2K | Buy |
11,879
+1,562
| +15% | +$11.2K | 0.2% | 99 |
|
|
2022
Q2 | $95.1K | Sell |
10,317
-485
| -4% | -$4.47K | 0.22% | 95 |
|
|
2022
Q1 | $104K | Sell |
10,802
-2,200
| -17% | -$21.3K | 0.23% | 89 |
|
|
2021
Q4 | $194K | Sell |
13,002
-2,794
| -18% | -$41.7K | 0.44% | 56 |
|
|
2021
Q3 | $190K | Sell |
15,796
-5,108
| -24% | -$61.4K | 0.44% | 54 |
|
|
2021
Q2 | $279K | Sell |
20,904
-2,020
| -9% | -$27K | 0.65% | 33 |
|
|
2021
Q1 | $264K | Sell |
22,924
-2,955
| -11% | -$34K | 0.7% | 33 |
|
|
2020
Q4 | $268K | Buy |
25,879
+6,382
| +33% | +$66.1K | 0.73% | 32 |
|
|
2020
Q3 | $180K | Buy |
19,497
+5,473
| +39% | +$50.5K | 0.08% | 39 |
|
|
2020
Q2 | $159K | Sell |
14,024
-1,898
| -12% | -$21.5K | 0.09% | 35 |
|
|
2020
Q1 | $113K | Buy |
+15,922
| New | +$113K | 0.08% | 43 |
|
|
2019
Q2 | $19.5K | Buy |
+8,248
| New | +$19.5K | 0.04% | 61 |
|
|
2018
Q4 | $293K | Buy |
10,216
+1,199
| +13% | +$34.4K | 0.11% | 125 |
|
|
2018
Q3 | $302K | Sell |
9,017
-1,967
| -18% | -$65.9K | 0.1% | 120 |
|
|
2018
Q2 | $354K | Buy |
10,984
+6,198
| +130% | +$200K | 0.12% | 115 |
|
|
2018
Q1 | $168K | Sell |
4,786
-899
| -16% | -$31.6K | 0.09% | 169 |
|
|
2017
Q4 | $217K | Buy |
5,685
+3,097
| +120% | +$118K | 0.12% | 152 |
|
|
2017
Q3 | $99.1K | Buy |
2,588
+1
| +0% | +$38 | 0.06% | 200 |
|
|
2017
Q2 | $95.3K | Sell |
2,587
-279
| -10% | -$10.3K | 0.06% | 204 |
|
|
2017
Q1 | $119K | Buy |
2,866
+184
| +7% | +$7.64K | 0.06% | 173 |
|
|
2016
Q4 | $109K | Buy |
+2,682
| New | +$109K | 0.07% | 134 |
|