Wetzel Investment 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 |
-7,308
| Closed | -$207K | – | 135 |
|
|
2025
Q1 | $207K | Sell |
7,308
-1,638
| -18% | -$46.3K | 0.1% | 116 |
|
|
2024
Q4 | $204K | Buy |
+8,946
| New | +$204K | 0.1% | 118 |
|
|
2024
Q3 | – | Sell |
-9,568
| Closed | -$168K | – | 794 |
|
|
2024
Q2 | $168K | Buy |
9,568
+285
| +3% | +$5.02K | 0.1% | 130 |
|
|
2024
Q1 | $152K | Sell |
9,283
-585
| -6% | -$9.55K | 0.09% | 141 |
|
|
2023
Q4 | $166K | Buy |
+9,868
| New | +$166K | 0.1% | 126 |
|