WAM
WFA Asset Management’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.93M | Sell |
153,217
-46,697
| -23% | -$892K | 1.66% | 14 |
|
2025
Q1 | $3.52M | Buy |
199,914
+43,882
| +28% | +$772K | 1.84% | 11 |
|
2024
Q4 | $3.55M | Buy |
156,032
+9,915
| +7% | +$226K | 1.92% | 14 |
|
2024
Q3 | $3.21M | Sell |
146,117
-7,100
| -5% | -$156K | 1.75% | 14 |
|
2024
Q2 | $2.93M | Sell |
153,217
-46,697
| -23% | -$892K | 1.65% | 14 |
|
2024
Q1 | $3.52M | Sell |
199,914
-6,977
| -3% | -$123K | 1.84% | 11 |
|
2023
Q4 | $3.47M | Sell |
206,891
-5,178
| -2% | -$86.9K | 1.9% | 10 |
|
2023
Q3 | $3.19M | Buy |
212,069
+87,091
| +70% | +$1.31M | 1.89% | 10 |
|
2023
Q2 | $1.99M | Buy |
124,978
+15,772
| +14% | +$252K | 1.18% | 12 |
|
2023
Q1 | $2.1M | Buy |
109,206
+8,752
| +9% | +$168K | 1.29% | 12 |
|
2022
Q4 | $1.85M | Buy |
100,454
+87,125
| +654% | +$1.6M | 1.21% | 12 |
|
2022
Q3 | $204K | Buy |
13,329
+456
| +4% | +$7K | 0.15% | 45 |
|
2022
Q2 | $270K | Buy |
12,873
+2,573
| +25% | +$53.9K | 0.19% | 38 |
|
2022
Q1 | $243K | Buy |
10,300
+186
| +2% | +$4.4K | 0.16% | 41 |
|
2021
Q4 | $249K | Buy |
+10,114
| New | +$249K | 0.16% | 38 |
|